Wealth Management Banker

Wealth Management Banker – UBS

Location:

Denver, Portland, San Diego, San Francisco, Seattle (U.S.)

Client & Advisor Partnership

• Collaborate with Senior Wealth Management Bankers, Financial Advisors, and Field Leaders to advise clients on Deposits, Cash Management, Banking, and Lending Solutions.
• Integrate these solutions into onboarding and review processes.
• Foster strong relationships with key teams to incorporate Banking and Lending into their practices.

Business Development & Engagement

• Partner with Senior Wealth Management Bankers to engage markets in Deposits, Banking, and Lending.
• Profile client bases, identify and analyze business opportunities, and drive adoption of cash management and banking solutions.
• Maintain a pipeline of opportunities, leveraging analytics and lists (e.g., liquidity events, external transfers) to grow balances and revenue.
• Support Advisor team recruiting and prospective client inquiries.

Product Expertise & Education

• Act as subject‑matter expert for all inquiries related to Cash Management, Deposit Solutions, Banking, and Lending.
• Build awareness and understanding among Advisors, support professionals, and field management through clear articulation of value propositions.
• Coordinate with internal partners, including the Banking Solutions Team, Lending Teams and Private Mortgage Bankers, to ensure sound sales execution.

Operational Excellence

• Establish a reputation for client focus and executional excellence.
• Maintain strong connectivity with the field through branch visits, sales meetings, training sessions, video calls, and targeted communications.
• Collaborate with SWMBs, Digital Specialists, and other partners to deliver integrated solutions.
• Review and analyze mortgage and securities‑backed lending pipelines, resolve issues impacting loan cycle time, and identify process improvements.

Bachelor’s Degree or equivalent experience required.

• Experience in financial services, preferably in wealth management, supporting high‑net‑worth clients.
• Knowledge of securities‑backed lending, mortgage banking, private banking products, and cash management solutions.
• Ability to manage multiple projects and priorities with strong organizational skills.
• Proactive approach and problem‑solving abilities.
• Strong communication and presentation skills.

Salary range: $105,000 – $130,000 (U.S. locations). Eligibility for discretionary incentive compensation.

UBS is a leading global wealth manager and a universal bank headquartered in Zurich. We value collaboration, diversity, and innovative solutions, and we use AI to work smarter.

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.