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Senior Wealth Management Banker

United States - Washington, Product Management and Development, Global Wealth ManagementPosted Sep 17, 2026

Job description

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

Description copied from UBS's careers page. Read the full posting before you apply.

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