Top Benefits
About the role
Canada - British Columbia
Business development
Global Wealth Management
Job Reference #
333844BR
City
Vancouver
Job Type
Full Time
Your role
We are looking for a Wealth Management Business Developer to:
- have a plan to develop the client book and business with measurable outcomes
- take a strategic and holistic view of clients’ investments, business, family and legacy as well as needs, challenges and opportunities
- comply with all regulations, policies and standards to be in line with our risk management culture and keep accurate and up-to-date records on client investor profiles
- leverage your local and international network of business owners, centres of influence, charitable work, knowledge of M&A deals to source referrals that would benefit from the breadth and depth of UBS’ product offerings
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
Your team
You’ll be working in the Wealth Management team in Toronto where collaboration and team work is key to further help grow the business. We’re focused on managing, preserving and growing our clients’ wealth, and help our clients plan. We provide our employees with training and continuous education to better serve our clients and promote personal development. You’ll play an important role in helping us stay a global leader in wealth management and growing the business in the Americas region.
Your expertise
- proven experience in relationship management, asset gathering and investments.
- ability to build strong relationships and insights, with an entrepreneurial mind-set
- service oriented, true team player with great networking skills
- motivated, self-directed and driven Solution oriented problem solver
- team player
- aptitude for digitization and technology
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.
UBS Canada is committed to providing equal employment opportunity to all applicants and employees. This applies to everything we do – hire, evaluate, promote, compensate, train and terminate. UBS Canada will reasonably accommodate applicants with disabilities who need adjustments to participate in the application, assessment or interview process. To initiate a request for an accommodation contact HR Employee Advisory by email sh-hr-asc-ame@ubs.com or phone +1 855-827-6947, option 2, option 5, option 1.
About UBS
From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that it's our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. Ready to be part of #teamUBS and make an impact? Find out more at ubs.com/careers.
UBS works with individuals, families, institutions, and corporations around the world to help answer some of life's questions – whether through award winning wealth management advisory, investment banking and asset management expertise, or private and corporate banking services in Switzerland*. In June 2023, Credit Suisse became a UBS Group company.
With our large and diverse team operating internationally, we have a presence in all major financial centers in more than 50 countries. Although we all come from different backgrounds and specializations, two things unite us: the conviction that we’re stronger together, and the will and curiosity to constantly innovate. That’s the key to us unlocking our full potential (and what we look for in everyone who joins us). It’s also why we’re regularly recognized as an attractive employer.*
*Our awards https://www.ubs.com/awards Social Media Legal Terms: http://www.ubs.com/social-legal
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Top Benefits
About the role
Canada - British Columbia
Business development
Global Wealth Management
Job Reference #
333844BR
City
Vancouver
Job Type
Full Time
Your role
We are looking for a Wealth Management Business Developer to:
- have a plan to develop the client book and business with measurable outcomes
- take a strategic and holistic view of clients’ investments, business, family and legacy as well as needs, challenges and opportunities
- comply with all regulations, policies and standards to be in line with our risk management culture and keep accurate and up-to-date records on client investor profiles
- leverage your local and international network of business owners, centres of influence, charitable work, knowledge of M&A deals to source referrals that would benefit from the breadth and depth of UBS’ product offerings
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
Your team
You’ll be working in the Wealth Management team in Toronto where collaboration and team work is key to further help grow the business. We’re focused on managing, preserving and growing our clients’ wealth, and help our clients plan. We provide our employees with training and continuous education to better serve our clients and promote personal development. You’ll play an important role in helping us stay a global leader in wealth management and growing the business in the Americas region.
Your expertise
- proven experience in relationship management, asset gathering and investments.
- ability to build strong relationships and insights, with an entrepreneurial mind-set
- service oriented, true team player with great networking skills
- motivated, self-directed and driven Solution oriented problem solver
- team player
- aptitude for digitization and technology
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.
UBS Canada is committed to providing equal employment opportunity to all applicants and employees. This applies to everything we do – hire, evaluate, promote, compensate, train and terminate. UBS Canada will reasonably accommodate applicants with disabilities who need adjustments to participate in the application, assessment or interview process. To initiate a request for an accommodation contact HR Employee Advisory by email sh-hr-asc-ame@ubs.com or phone +1 855-827-6947, option 2, option 5, option 1.
About UBS
From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that it's our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. Ready to be part of #teamUBS and make an impact? Find out more at ubs.com/careers.
UBS works with individuals, families, institutions, and corporations around the world to help answer some of life's questions – whether through award winning wealth management advisory, investment banking and asset management expertise, or private and corporate banking services in Switzerland*. In June 2023, Credit Suisse became a UBS Group company.
With our large and diverse team operating internationally, we have a presence in all major financial centers in more than 50 countries. Although we all come from different backgrounds and specializations, two things unite us: the conviction that we’re stronger together, and the will and curiosity to constantly innovate. That’s the key to us unlocking our full potential (and what we look for in everyone who joins us). It’s also why we’re regularly recognized as an attractive employer.*
*Our awards https://www.ubs.com/awards Social Media Legal Terms: http://www.ubs.com/social-legal