My review summary of UBS
Associate Director, Wealth Planning Sales Desk (Ehemaliger Mitarbeiter) – Weehawken, NJ – 18. September 2018
Working as a Wealth Planning Specialist involved handling an extensive amount of incoming and outgoing calls to our financial advisor teams. The calls could be very simple, relating to financial planning software navigation, or complex sales and strategy issues, covering a myriad of topics. Throughout my time there, I was able to effectively assist advisors with multiple financial planning topics, and bridge together the disciplines of financial planning and investment management. The hardest part may have been some of the repetitiveness and redundancy of explaing certain topics, but that was far outweighed by the ever-changing tasks that I was faced with every day.
An extremely knowledgable staff, very easy to work with
Inability to rapidly advance, due to lower headcount