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UBS

Global bank and wealth management group

Associate Market Executive

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timePlainview, NY, USANo salary listedIn-person

About the Job

Requirements

  • Ideally, 5-7+ years of experience with a leading financial institution.
  • Proven experience creating strong partnerships.
  • Series 7, 66 and 9/10 licenses are required.
  • Motivated, self-directed and driven.
  • Skilled at creating a positive business culture.
  • Curious about how artificial intelligence can improve how we build, deliver, and optimize workflows, with sound judgment and alignment to policies, risk standards, and ethical use.

Responsibilities

  • Drive business growth and assist with the management and development of Financial Advisors.
  • Manage and resolve escalated issues, including those that are financial, reputational, compliance, supervisory, operational, and HR governance risks.
  • Coach all team members, ensuring they receive appropriate training and that development measures are results-oriented and transparent.
  • Assist with running regular sales meetings, focusing on implementing growth initiatives, evaluating progress and creating action plans to address underperformance.

About the Company

UBS

Global bank and wealth management group

UBS is a Swiss multinational bank and the world’s largest wealth manager. It serves private, corporate, and institutional clients worldwide through four divisions—Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Bank—offering services from investment advice and portfolios to everyday banking and lending. Its size and diversified business lines set it apart, and its 2024 merger with Credit Suisse expanded its client base and capabilities. The goal is to grow client assets, provide comprehensive financial solutions, and maintain profitability across a global network.

Company size
10,001+
Company stage
IPO
Headquarters
Zurich, Switzerland
Founded
1998

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