Financial Advisor- International

Job description

Description

As a UBS Wealth Advice Center Licensed International Service Representative, you are responsible to:
*Deliver superior service to Non-US Resident clients and accounts through inbound and outbound call campaigns
*Have an understanding of cross-border rules
*Develop, maintain and adhere to Firm-mandated, country-specific Rules of the Road (ROTR)
*Seek to provide efficient 'one call' resolution to our client's concerns
*Execute on specific branch tasks assigned to you by Sales, Operations and Compliance Managers
*Execute on back office tasks including but not limited to: check processing, document review and account opening and maintenance as needed
*Demonstrate a solid understanding of market conditions to provide financial education
*Ability to provide a superior client experience while handling 40+ calls/day in a high volume call center environment.
*Excellent listening & outstanding communication skills both verbal and written – including grammar and voice quality
*Demonstrates the ability to provide constructive feedback when appropriate
*Demonstrates self confidence and the ability to maintain composure in challenging environments
*Ability to handle client concerns with tact and professionalism

Basic Qualifications
*Bilingual preferred (Spanish)
*A minimum of 2 years recent work experience as an Investment Representative from a Wealth Management firm, preferably from an inbound and outbound phone-based environment required
*Knowledge of Account Opening procedures for NRA (IRMA documentation and process, Account Opening Structures, Client Confidentiality)
*Series 7 required, Series 66 preferred. Will need to take and successfully pass the Series 66 within 60 days of employment
*Bachelor's Degree preferred but not mandatory
*Candidates must be proficient with Microsoft Suite Applications, including Outlook, Word & Excel
*Excellent listening & outstanding communication skills both verbal and written
*Demonstrates self confidence and the ability to maintain composure in a challenging environments

*LI-CG1

Requirements

* Series 7 required. Will need to take and successfully pass the Series 66 within 60 days of employment

What we offer

UBS can offer you an environment geared towards performance, attractive career opportunities, and an open corporate culture that values and rewards the contribution of every individual.

Take the next step

Ready to take the next step? Apply now at www.ubs.com/careers. We look forward to hearing from you.

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.