• Job Description

  Req#: 319765BR

  Job Reference #

  319765BR

  City

  Los Angeles

  Job Type

  Full Time

  Your role

  Are you interested in joining banking? Banking is seeking a high potential candidate to help grow Ultra High Net Worth lending advisory team serving High Net Worth (HNW) and Ultra High Net Worth (UHNW) client segments. The UHNW Lending Advisory Specialist will drive adoption of Tailored Lending, Private Equity and other lending products by collaborating with Senior Wealth Management Bankers and Financial Advisors/Private Wealth Advisors.
  
  
  Position Summary:
  • be a solution specialist for Tailored Lending.
  • partner with Senior Wealth Management Banker and Private Wealth Advisor to increase adoption of banking lending products and solutions with Private Wealth Advisors and Senior Wealth Management Bankers
  • establish a reputation of execution and excellence while maintaining confidence of the Private Wealth Advisor, Senior Wealth Management Banker and Firm Management.
  • profile HNW client base, identify and analyze business opportunities and build lending product awareness
  • responsible for driving growth across Tailored Lending and Private Equity
  • develop creative and intelligent solutions while advising on client transactions and offering constructive alternatives to further enhance overall relationship
  • interview prospects & clients in joint meetings with Senior Wealth Management Bankers and Private Wealth Advisors.
  • pre-screen appropriate transactions and communicate with Senior Wealth Management Bankers and Private Wealth Advisors regarding opportunities
  • manage expectations through active communication with Wealth Management Bankers and Private Wealth Advisors
  
  Detailed salary information:
  • Los Angeles: the salary range for this role is $225000 to $275000
  The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.

  Your Career Comeback

  We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.

  Your team

  The UHNW Lending Advisory Team is a banking team consisting of UHNWI Lending Advisors that shall partner with Senior Wealth Management Bankers to drive banking production adoption with Financial Advisors and Private Wealth Advisors with a focus on Tailored Lending.

  Your expertise

  You have:
  • a Bachelor's degree (required); Advanced degree preferred
  • minimum 7-10 years' experience in in financial services, UHNW lending origination and credit analysis in private or commercial banking
  • series 7, 63 (or 66) securities licenses required or to be obtained within 90 days of employment.
  • completion of formal credit training strongly preferred
  • expert knowledge of credit products securities based loans, high net worth tailored lending products, and private equity.
  • experience in understanding the financial needs of all types of clients
  
  Skills/Abilities:
  • maintain poise and presence coupled with exceptional interpersonal skills to build relationships with sophisticated high net worth clients and their advisors
  • ability to develop and coordinate activities of junior team members
  Demonstrate creativity and intelligent solutions in structuring sophisticated client transactions
  • balance revenue expectations with risk requirements of firm to ensure client and firm s interests are met
  • ability to tactfully and professionally decline transactions while maintain FA and client relationships
  • possess excellent oral and written communication skills and presentation skills
  • detail orientation with exceptional analytical skills
  • ability to multi-task; meet deadlines and manage Financial Advisor and client expectations.
  • good collaboration skills in a team-oriented environment
  • primary locations are New York, Chicago, San Francisco, Dallas, Florida
  • this position may require approximately 25% travel

  About us

  UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
  
  We have a presence in all major financial centers in more than 50 countries.

  Salary information

  US Only: The expected salary range for this role is $225000 to $275000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.

  Join us

  At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
  
  We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

  Contact Details

  UBS Business Solutions SA
  UBS Recruiting

  Disclaimer / Policy statements

  UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

• About the company

  UBS is a global firm providing financial services in over 50 countries. Visit our site to find out what we offer in the United States of America.

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