UHNW Lending Specialist

Responsibilities

• Be a solution specialist for Tailored Lending.
• Partner with Senior Wealth Management Banker and Private Wealth Advisor to increase adoption of banking lending products and solutions with Private Wealth Advisors and Senior Wealth Management Bankers.
• Establish a reputation of execution and excellence while maintaining confidence of the Private Wealth Advisor, Senior Wealth Management Banker and Firm Management.
• Profile HNW client base, identify and analyze business opportunities and build lending product awareness.
• Responsible for driving growth across Tailored Lending and Private Equity.
• Develop creative and intelligent solutions while advising on client transactions and offering constructive alternatives to further enhance overall relationship.
• Interview prospects & clients in joint meetings with Senior Wealth Management Bankers and Private Wealth Advisors.
• Pre‑screen appropriate transactions and communicate with Senior Wealth Management Bankers and Private Wealth Advisors regarding opportunities.
• Manage expectations through active communication with Wealth Management Bankers and Private Wealth Advisors.

• A Bachelor's degree (required);
  Advanced degree preferred.
• Ideally 7+ years’ experience in financial services, UHNW lending origination and credit analysis in private or commercial banking.
• Series 7, 63 (or 66) securities licenses required or to be obtained within 90 days of employment.
• Completion of formal credit training strongly preferred.
• Expert knowledge of credit products, securities‑based loans, high‑net‑worth tailored lending products, and private equity.
• Experience in understanding the financial needs of all types of clients.

• Maintain poise and presence coupled with exceptional interpersonal skills to build relationships with sophisticated high‑net‑worth clients and their advisors.
• Ability to develop and coordinate activities of junior team members.
• Demonstrate creativity and intelligent solutions in structuring sophisticated client transactions.
• Balance revenue expectations with risk requirements of the firm to ensure client and firm interests are met.
• Ability to tactfully and professionally decline transactions while maintaining FA and client relationships.
• Possess excellent oral and written communication and presentation skills.
• Detail orientation with exceptional analytical skills.
• Ability to multi‑task; meet deadlines and manage Financial Advisor and client expectations.
• Good collaboration skills in a team‑oriented environment.
• This position may require approximately 25% travel.

• Miami, Dallas: $225,000 to $275,000.
• May also be eligible for discretionary incentive compensation.

Job Type: Full Time

Job Reference #: 329769

City:
Dallas, Miami

The UHNW Lending Advisory Team is a banking team comprising UHNWI Lending Advisors that partner with Senior Wealth Management Bankers to drive banking production adoption with Financial Advisors and Private Wealth Advisors, focusing on Tailored Lending.

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

At UBS, we value our people’s diverse skills, experiences, and backgrounds. We’re dedicated to our craft and passionate about putting our people first, offering new challenges, a supportive team, growth opportunities, and flexible working options when possible.

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.