九大投行|UBS 2023金融类岗full time正在招聘中!基本薪资55000美元!
2023秋招正在火热进行中
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瑞银集团(英文UBS),即瑞士银行,致力于为遍布全球的富裕人士、机构和公司客户以及瑞士的私人客户提供金融咨询服务和解决方案。瑞银集团的战略以全球领先的财富管理业务及位于瑞士的卓越全能银行业务为核心,协同发展资产管理和投资银行业务。瑞银专注的业务均在其目标市场拥有强有力的竞争地位,具有资本效率及提供有吸引力的长期结构性增长和盈利前景。
招聘要求 …
开放职位:
2023 finance advisor development program
工作地点:美国
截止日期:ongoing
职位描述 …
grow professionally throughout an extensive paid Financial Advisor Development Program both in a training environment and on the job
build and deepen relationships with our existing client base by providing them with an exceptional client experience
acquire your SIE, Series 7, & Series 66 FINRA Licenses
obtain your Certified Financial Planner (CFP) designation, the standard of excellence in financial planning, as part of our tuition reimbursement program
launch a successful career in a growing wealth management business with strong earning potential and career advancement
identify opportunities to create more holistic client experiences
promptly handle inbound calls and effectively service client needs
deepen existing client relationships by conducting discovery conversations and making suitable investment recommendations
lead financial planning conversations with confidence utilizing UBS’s digital and financial planning tools
implement financial planning solutions that support our client’s goals
adhere to compliance and operational procedures and requirements to protect our clients
任职资格 …
ideally, you have a bachelor’s degree or are expected to receive one in 2023
SIE, Series 7, and Series 66 will need to be obtained within 180 days of employment (SIE & Series 66 may be completed prior to start, if desired)
background in business administration, wealth management, financial planning, or finance (preferred)
passionate about financial planning and wealth management solutions
someone who champions a client centric culture
goal-oriented and highly motivated to succeed
an excellent communicator with strong verbal and written skills, including active listening
able to work well in a collaborative environment
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