Business Development Officer Position Available In Fulton, Georgia

Business Development Officer
United States

• Gia, United States
• Louisiana, United States
• Tennessee
  Business development
  Global Wealth Management
  Job Reference #
  319113BR
  City
  Alpharetta, Atlanta, Chattanooga, Knoxville, Memphis, Nashville, New Orleans
  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?
We’re looking for someone like you to:

• increase top-line revenue growth, raise awareness, and distribute trade and product ideas, supporting point-of-sale execution
• develop and daily and weekly sales ideas based on market trends, product strategies, and advisor/client resources
• host daily Advisor meetings and provide tactical ideas, salesmentary, 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 Ie, 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 will be based in Atlanta, GA, supporting Advisors in Atlanta, Chattanooga, Knoxville, Memphis, Nashville, New Orleans Alpharetta, 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 onanization 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
• operating with 5 days/week in a UBS office
• 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 ourpetitors.
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, wver 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’remitted to disability inclusion and if you need reasonable amodation/adjustments throughout our recruitment process, you can always contact us.
Details
UBS Business Solutions SA
UBS Recruiting
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.