Senior Wealth Management Banker

UBS; Bellevue (WA); On-site; USD 140,000 - 180,000; Full time

Job summary

UBS in Bellevue/Seattle seeks a Senior Wealth Management Banker to build and maintain trusted relationships with Financial Advisors, clients, and branch staff. You will promote banking and lending solutions, support advisors, and drive collaboration across the branch network to deliver client-focused outcomes.

The role requires a university degree, a track record with high net worth clients, knowledge of wealth management and lending products, and strong communication.

Qualifications

• A university degree required.
• Proven track record supporting high net worth clients.
• Familiarity with wealth management structures.
• Knowledge of securities-based lending, mortgage banking and private banking products.
• Strong communication and compelling presentation skills.
• Confident, organized and detail oriented.
• Willing to travel up to 75% of the time.
• Curious about applying AI to improve workflows while upholding policies and risk standards.

Responsibilities

• Build and maintain trustworthy relationships with Financial Advisors, key branch personnel and clients
• Promote banking and lending capabilities through branch education, consultation with advisors and guidance to clients
• Partner with other field sales and marketing groups to provide expert content to the branch network and internal sales partners
• Review and analyze origination pipelines, especially mortgage pipelines, of assigned branches and identify ways to improve processes
• Define territory management strategy, tracking and reporting on business results, and sharing outcomes

Skills

Relationship building

Financial services

Communication skills

Presentation skills

Decision making

Organization

AI curiosity

Team collaboration

Client advisory

Education

University degree

Job description

Key Responsibilities

Are you a self-starter and good problem solver? Are you an experienced, confident relationship builder who likes to work in a fast-paced environment? Do you have experience working with financial advisors and wealth management clients on banking solutions to meet their needs?

Job Type

Full Time

Job Reference #

339068BR

City

Bellevue, Seattle

Key Responsibilities

Are you a self-starter and good problem solver? Are you an experienced, confident relationship builder who likes to work in a fast-paced environment? Do you have experience working with financial advisors and wealth management clients on banking solutions to meet their needs?

We're looking for a Senior Wealth Management Banker to:

• build and maintain trustworthy relationships with Financial Advisors, key branch personnel and clients


• promote banking and lending capabilities through branch education, consultation with advisors and guidance to clients


• partner with other field sales and marketing groups to provide expert content to the branch network and internal sales partners


• review and analyze origination pipelines, especially mortgage pipelines, of assigned branches and identify ways to improve processes


• define territory management strategy, tracking and reporting on business results, and sharing outcomes

The team

You’ll join a strong franchise working in the Banking Field Engagement Team and partner with Financial Advisors in UBS branches to solve client needs. Banking is a critical growth driver of Wealth Management in the U.S. and this role is critical in connecting the Banking Group to advisors and clients in the field.

Your Skills And Experience

• a university degree


• a proven track record in working within an organization supporting high net worth clients


• a familiarity with the structure of wealth management, either here or at a comparable institution


• know-how of securities-based lending, mortgage banking and private banking products, and a willingness to quickly learn mortgage origination if not already familiar


• a strong communicator with compelling presentation skills


• a confident decision-maker, highly organized and detail oriented


• willing to travel up to 75 percent of the time


• You’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use

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. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

Salary information

• United States - Washington - Bellevue min USD 140000 - max USD 180000


• United States - Washington - Seattle min USD 140000 - max USD 180000 /annum

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.

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.