UBS · 6 days ago
Relationship Manager – NYC, UBS Wealth Advice Center
New York, United States
Full-time
Hybrid
Entry, Mid Level
$105K/yr - $130K/yr
2+ years expUBS is a leading global wealth manager and universal bank headquartered in Zurich, Switzerland. They are seeking a Relationship Manager to provide critical support to the UBS Wealth Management and Private Wealth Divisions, focusing on client acquisition and delivering an exceptional onboarding experience for new clients.
Asset ManagementBankingFinancial ServicesWealth Management
Responsibilities
Provide critical support to UBS Wealth Management, Private Wealth Divisions by acting as the dedicated point of contact at the UBS Wealth Advice Center (WAC)
Partner closely with UBS Field FAs, CSAs and the leadership team to drive new client acquisition goals (migrations and referrals) to the WAC
Deliver the client onboarding experience to newly referred and migrated clients by being the initial point of contact and providing white glove experience over the phone
Develop marketing and collateral to effectively position WAC partnerships within your assigned market
Conduct proactive outreach to field partners to engage in practice management conversations, books reviews, and provide education on the benefits of partnering with WAC
Perform onsite meetings and presentations as well as evaluate client needs to deliver appropriate UBS products and services to meet clients' financial goals
Act as dedicated point of contact to our UBS field partners for all their client-related matters and WAC inquires
Become an expert on the entirety of the WAC’s products, services and operational framework
Qualification
Required
Bachelor's Degree, Series 7 and Series 66 (required)
ideally, 2+ years financial services industry experience, preferably in a specialist/consultant/wholesaler capacity
strong public speaking and presentation experience as well as ability to collaborate effectively and build strong relationships with key partners across organization
passion and commitment to deliver an experience that improves clients & FA relationships
strong understanding of the wealth management advisory network, consultative selling skills and client experience delivery
executive presentation skills: ability to present key messages, strategic vision and brand value proposition in a clear, concise and insightful way
ability to travel within market 10-20% of time
analytical, organized and can manage competing priorities
comfortable taking initiative and acting with an entrepreneurial mindset
self-confident and have the ability to maintain composure in challenging environments
Company
UBS
UBS is a financial services firm engaged in wealth management, investment banking, asset management, and retail banking.
10001+ employees
H1B Sponsorship
UBS has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (8)
2024 (7)
2023 (3)
2022 (6)
2021 (5)
2020 (4)
Funding
Current Stage
Public CompanyTotal Funding
$12.57B2025-11-03Post Ipo Debt· $3.25B
2025-09-09Post Ipo Debt· $1.17B
2024-09-06Post Ipo Debt· $1.5B
Leadership Team
Sergio P. Ermotti
Group Chief Executive Officer
James Walker
Head CTO for Core Technology & Platforms
Recent News
Private Equity Wire
2026-01-16
Private Banker International
2026-01-16
2026-01-16
Company data provided by crunchbase