Alternative Investment Consultant (San Francisco) Job at UBS Financial Services, San Francisco, CA

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  • UBS Financial Services
  • San Francisco, CA

Job Description

Alternative Investment Consultant

Location: United States - California, San Francisco

Business Area: Asset Management, Business Development

Job Reference #: 318291BR

Job Type: Full Time

Your Role

Are you experienced and interested in Alternative Investments Sales? We are seeking an experienced team member responsible for:

  1. Sales, marketing, and ongoing client support for UBS Alternative Investments
  2. Managing a large sales territory across the US West Coast
  3. Representing alternative investment solutions, including hedge funds, private equity, private credit, and real estate
  4. Establishing, maintaining, and growing relationships with UBS Financial Advisors, their clients, and Field leadership
  5. Collaborating with Alternative Investment Fund Partners on sales activities such as roadshows
  6. Mentoring and developing younger sales team talent

Salary Information

San Francisco: $225,000 to $300,000. This role may also be eligible for discretionary incentive compensation. For more details, visit ubs.com/usbenefits.

Candidate Profile

  • Bachelor’s degree (U.S. or equivalent) with 7-10 years of experience in alternative investment sales
  • Series 7 and Series 63 licenses
  • Excellent communication skills
  • Strong work ethic and entrepreneurial mindset
  • Based in California or the U.S. West Coast

About UBS

UBS is the world’s largest and only truly global wealth manager, operating in over 50 countries with major financial centers worldwide.

Join Us

We offer flexible working arrangements, including part-time, job-sharing, and hybrid models. Our culture emphasizes purpose, collaboration, and diversity. Be part of #teamUBS and make an impact!

Equal Opportunity Statement

UBS is an Equal Opportunity Employer, committed to diversity and inclusion in the workplace.

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Job Tags

Full time, Part time, Worldwide, Flexible hours,

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