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For Companies At a Glance
- Tasks: Support Financial Advisors with sales strategies and market insights.
- Company: UBS is the world's largest wealth manager, promoting diversity and collaboration.
- Benefits: Enjoy potential remote work options and a supportive team environment.
- Why this job: Join a dynamic team, enhance your skills, and make a real impact in wealth management.
- Qualifications: Self-motivated, strong presentation skills, and required financial licenses.
- Other info: Work in a collaborative setting with opportunities for travel.
The predicted salary is between 36000 - 60000 £ per year.
About the Role
Are you skilled at developing and growing sales? Do you excel at building relationships and understanding client needs? We are seeking a proactive individual to support our Financial Advisors and Field Leaders by providing strategic insights, sales ideas, and product knowledge.
Key Responsibilities
- Increase revenue growth and support trade and product distribution at the point of sale.
- Develop and share market trend-based sales ideas and strategies.
- Host daily meetings with Advisors, providing tactical sales commentary and product updates.
- Distribute advice on specific product areas such as Investment Management, Alternative Investments, Capital Markets, Insurance, and Annuities.
- Prepare sales materials and coordinate meetings with Advisors and Field Leaders.
- Engage in profiling, lead generation, follow-up, and collaborate with internal teams to optimize campaigns.
Team and Location
You will join the GWM US National Sales team, reporting to the Head of Business Development in Weehawken, NJ. The team supports Field Leaders and Financial Advisors across Troy, Birmingham, Cleveland, Plymouth, Farmington Hills, and other locations, with potential remote work options.
Qualifications and Skills
- Self-motivated with excellent presentation skills.
- Proactive, critical thinker with a collaborative approach.
- Strong organizational skills and attention to detail.
- Deep understanding of wealth management services.
- Series 7/66 or 7/63/65 licenses required.
- Availability to work in UBS offices five days a week and travel as needed.
About UBS
UBS is the world's largest wealth manager, operating in over 50 countries with a diverse range of financial services. We value diversity, inclusion, and collaboration, fostering a supportive environment for all employees. We are committed to equal opportunity employment and providing accommodations during the recruitment process.
Business Development Officer employer: UBS Financial Services
Contact Detail:
UBS Financial Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Development Officer
✨Tip Number 1
Familiarise yourself with the latest trends in wealth management and investment strategies. This knowledge will not only help you engage in meaningful conversations during interviews but also demonstrate your proactive approach to understanding the industry.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who are already working at UBS or similar firms. Attend industry events or webinars to build connections and gain insights that could give you an edge in your application.
✨Tip Number 3
Prepare to discuss specific sales strategies you've implemented in previous roles. Be ready to share examples of how you've successfully increased revenue or supported sales teams, as this aligns closely with the responsibilities of the Business Development Officer role.
✨Tip Number 4
Showcase your presentation skills by preparing a mock sales pitch for a hypothetical product. This will not only help you practice but also demonstrate your ability to communicate effectively, which is crucial for the role.
We think you need these skills to ace Business Development Officer
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in business development and wealth management. Use keywords from the job description to demonstrate that you understand the role and its requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your skills in developing sales strategies and building client relationships. Mention specific examples of how you've successfully supported sales teams in the past.
Highlight Relevant Qualifications: Clearly state your qualifications, especially your Series 7/66 or 7/63/65 licenses. This is crucial for the role, so make it prominent in your application.
Showcase Your Soft Skills: Emphasise your self-motivation, presentation skills, and collaborative approach. Provide examples of how these skills have helped you succeed in previous roles, particularly in a sales environment.
How to prepare for a job interview at UBS Financial Services
✨Showcase Your Sales Acumen
Prepare to discuss specific examples of how you've successfully developed and grown sales in previous roles. Highlight your ability to identify client needs and tailor solutions accordingly.
✨Demonstrate Relationship-Building Skills
Be ready to share experiences where you've built strong relationships with clients or colleagues. This role requires a collaborative approach, so emphasise your interpersonal skills and teamwork.
✨Understand Wealth Management Services
Brush up on your knowledge of wealth management services, including Investment Management and Alternative Investments. Being able to speak confidently about these areas will show your preparedness for the role.
✨Prepare for Tactical Discussions
Since the role involves hosting meetings and providing tactical sales commentary, practice discussing market trends and sales strategies. Be prepared to offer insights that could benefit Financial Advisors and Field Leaders.
