What are the responsibilities and job description for the Training Manager, UBS Wealth Advice Center position at UBS?
Job Reference #
313292BR
Job Type
Full Time
Your role
Do you have a passion for developing talent? Do you excel at transferring knowledge to the next generation? We are looking to hire a dynamic facilitator who can execute world class training programs that optimize employee performance.
The UBS Wealth Advice Center (WAC) is a team of wealth management professionals dedicated to providing financial solutions and quality advice and guidance to emerging affluent clients.
At the WAC, we combine our digital tools with highly trained financial advisors to offer an industry-leading hybrid digital advice model. Founded in 2007, the WAC has developed into a national platform that delivers advice to 200k clients, with over $20B in AUM.
The WAC is committed to building a culture centered on equity and inclusion by deliberately cultivating a diverse team. By creating an inclusive and diverse environment, we more effectively represent, understand, and provide for our clients. At the WAC, we emphasize education and expertise, this is why many of our FAs hold or are pursuing the CFP ® designation. We are a dedicated team of 300 professionals determined to help investors face the future with confidence.
Your expertise
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 our competitors..
We have a presence in all major financial centers in more than 50 countries.
How We Hire
We may request you to complete one or more assessments during the application process. Learn more
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
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.
313292BR
Job Type
Full Time
Your role
Do you have a passion for developing talent? Do you excel at transferring knowledge to the next generation? We are looking to hire a dynamic facilitator who can execute world class training programs that optimize employee performance.
- lead facilitation of WAC Training Programs to new Financial Advisors and associates
- prepare training program schedules based on training module content and time allotted
- deliver effective, engaging training sessions for all modules in the WAC training programs
- incorporate elements of dynamic delivery (e.g. pace, inflection, referring to learner by name) and techniques to maintain learner interest
- ask and answer questions while facilitating that lead to learning
- review training practice and ensure training in line with company policies and procedures
- provide positive and constructive feedback to trainees
- listen and evaluate new FA and associate calls monthly
- foster relationships with the trainee’s managers
The UBS Wealth Advice Center (WAC) is a team of wealth management professionals dedicated to providing financial solutions and quality advice and guidance to emerging affluent clients.
At the WAC, we combine our digital tools with highly trained financial advisors to offer an industry-leading hybrid digital advice model. Founded in 2007, the WAC has developed into a national platform that delivers advice to 200k clients, with over $20B in AUM.
The WAC is committed to building a culture centered on equity and inclusion by deliberately cultivating a diverse team. By creating an inclusive and diverse environment, we more effectively represent, understand, and provide for our clients. At the WAC, we emphasize education and expertise, this is why many of our FAs hold or are pursuing the CFP ® designation. We are a dedicated team of 300 professionals determined to help investors face the future with confidence.
Your expertise
- the ability to commute to the Weehawken, NJ or Charlotte, NC office for 5 days a week
- earned a degree from an accredited institution
- SIE, Series 7, 66 licensed (required)
- Series 9/10 (preferred)
- 2 years' experience in financial services, coaching and developing others around you (preferred)
- a strong verbal and written communicator, comfortable interfacing with colleagues at all levels
- resourceful in leveraging internal and external sales and support desks to facilitate training needs
- proficient with Microsoft Suite Applications, including Outlook, Word & Excel
- an individual that demonstrates self-confidence and the ability to maintain composure in challenging environments
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 our competitors..
We have a presence in all major financial centers in more than 50 countries.
How We Hire
We may request you to complete one or more assessments during the application process. Learn more
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
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.
