Senior Wealth Management Banker
UBS United States - Minnesota, United States - Washington Product Management and Development
Posted 2026-10-13
About the role
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
Listed from UBS's career site, where it was posted on 2026-10-13. The firm's page is the reference for the details and the application.