Unified Global Banking - Director at UBS | NY, US | Rezi

Unified Global Banking - Director at UBS

Unified Global Banking - Director

UBS · NY, US

Yesterday

Unified Global Banking - Director

UBS · NY, US

a day ago
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About the Role

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.

Responsibilities

  • Assist in the origination and execution of investment banking transactions for corporate clients.
  • Manage major workstreams of M&A, debt and equity transactions including diligence, the development of financial analyses, and all client deliverables.
  • Effectively work with teams of bankers across groups and other constituents (lawyers, accountants, consultants, etc).
  • Provide critical support and input in the negotiation of transactions as required.
  • Present to internal and external clients effectively and with confidence.
  • Collaborate with colleagues across the firm to provide clients with seamless transaction execution.
  • Generate new ideas and creative approaches that push the business forward.
  • Make sound and balanced judgments within professional, ethical, regulatory, and legal standards.

Requirements

  • Experience in originating and executing private M&A transactions.
  • Ability to work effectively with both corporate and wealth management clients.
  • Demonstrated track record of taking initiative and managing teams.
  • Requisite series licensing.
  • Proficient at managing and cultivating important client relationships.
  • Able to develop creative solutions to meet client needs and identify cross-product opportunities.
  • Curious to explore how AI can improve how we build, deliver, and optimize workflows.
  • Validate outputs and align with policies, risk standards, and ethical use.

Skills

  • Strong analytical skills
  • Proficiency in all relevant financial analyses
  • Strong communication skills
  • AI proficiency

Location

  • New York, New York, United States

Work Type

  • Full-time

Experience Level

  • Career returners welcome

Education Level

  • Undergraduate degree
  • MBA or JD preferred

Salary/Compensations

  • USD 275000 /annum

Benefits

  • Competitive benefits
  • Additional variable compensation or awards may be provided

About the Company

  • 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.
  • Collaboration is at the heart of everything we do.
  • We use artificial intelligence (AI) to work smarter and more efficiently.

Equal Opportunity

  • 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.
  • Committed to disability inclusion and providing reasonable accommodation/adjustments throughout the recruitment process.