Business Development Officer

UBS; Plymouth; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading global wealth manager is seeking a motivated individual to develop sales strategies and support Financial Advisors in identifying client opportunities. The role requires strong planning and presentation skills, a focus on client experience, and a deep understanding of the wealth management business. Candidates must have a Series 7/66 or 7/63/65 certification. This position offers flexible working options and opportunities for growth.

Benefits

Flexible working options

Opportunities for growth

Qualifications

• Self-motivated with a passion for client experience.
• Strong understanding of wealth management business.
• Ability to deliver against tight deadlines.

Responsibilities

• Increase top-line revenue growth and raise awareness.
• Develop and share sales ideas based on market trends.
• Host Advisor meetings and provide sales commentary.
• Prepare sales materials and attend meetings as needed.
• Maintain ongoing partnership with internal strategy teams.

Skills

Client experience focus

Strong planning and organization

Solid presentation skills

Collaborative personality

Critical thinking

Wealth management knowledge

Education

Series 7/66 or 7/63/65

Job description

Overview

Job Reference #320115BR

Job Type: Full Time

Your role: Can you identify key strategies to develop and grow sales? Do you have a proven track record developing relationships? Do you want to go the extra mile to help our Financial Advisors and Field Leaders understand our clients’ needs and business opportunities?

Responsibilities

• increase top-line revenue growth, raise awareness, and distribute trade and product ideas, supporting point-of-sale execution
• develop and share daily and weekly sales ideas based on market trends, product strategies, and advisor/client resources
• host daily Advisor meetings and provide tactical ideas, sales commentary, and highlight product offerings and pipelines; support book segmentation and reviews to bolster client acquisition and retention efforts
• understand and distribute ideas, advice on product specific areas e.g., Investment Management, Alternative Investments, Capital Markets (Equities, Fixed Income, Options, Structured Products), Insurance, Annuities
• prepare sales materials e.g., presentations, campaign content, and product updates and coordinate Advisor/Field Leader meetings, attending as needed
• handle profiling, lead identification, follow-up activity, and maintain ongoing partnership with internal strategy and analytics teams to identify campaign/focus criteria

Your team

You will be part of the GWM US National Sales team, reporting to Head, Business Development based in Weehawken, NJ. This team acts as trusted advisor to our Field Leaders and Financial Advisors. We will drive our priorities by mobilizing around critical partners to leverage resources, thought leadership and best practices. You may be based in Troy or Birmingham, MI, covering advisors located in Troy, Birmingham, Cleveland, Plymouth, Farmington Hills, and other locations.

Your expertise

• self-motivated and passionate about the client experience, with solid presentation skills
• proactive, critical thinker with a collaborative personality
• strong planner focused on organization and details, with no problem delivering against tight deadlines
• strong understanding of the wealth management business
• the National Sales team is geographically diverse with a concentration of tri-state area-based employees
• Series 7/66 or 7/63/65 required
• role may require travel to different local branch offices

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.

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.

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.