Unified Global Banking - Executive Director

Your role

Are you a leader in innovation? Do you know how to come up with creative ideas for clients?

• Support the full Unified Global Banking (UGB) Coverage team in originating cross‑divisional business opportunities
• Review, diligences, and process referrals into our Investment Bank from Wealth Management Americas
• Create partnerships by increasing depth and breadth of existing client relationships
• Increase the returns of products and services
• Generate new ideas and creative approaches that push the business forward
• Assist in planning overall resource requirements, by recruiting, developing and retaining talented individuals
• Make sound and balanced judgments (and always within professional, ethical, regulatory and legal standards)
• Motivate and inspire others by providing a vision of shared goals

Full Time

340334

Chicago, Dallas

The Unified Global Banking (UGB) – Americas Team originates and executes new business opportunities between UBS Global Wealth Management and Global Banking. Our team covers financial advisors and their client relationships across the Americas region to source, evaluate and execute Investment Banking opportunities from Wealth Management relationships, driving increased firm revenue through M&A Advisory, Equity & Debt capital raising and other Corporate Finance transactions.

• Bachelor's degree
• MBA or similar is preferred
• Experience with in wealth management or investment banking is highly preferred
• Great communication skills
• Strong ability to develop creative solutions

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

• United States
  - Texas
  - Dallas USD 325,000
• United States
  - Illinois
  - Chicago USD 325,000 / annum

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, wherever they are on their career journey.

And we use artificial intelligence (AI) to work smarter and more efficiently. 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’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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.