UBS Wealth Management Consultant

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May 21, 2009 10:25 am

I've been contacted regarding a "Wealth Management Consultant" position at UBS.

 
No, this isn't a fancy title for a financial advisor.  It would be a "wholesaler" of sorts to support investment advisors in the field.
 
Anybody with experience with UBS, how well have you worked with someone in this role?
 
How have they supported you in attracting and getting HNW & UNHW clients?
 
Any feedback is appreciated.
 
(And yes, I am seriously considering the position because of my training and experience with insurance & investment asset allocation.)
 
Thanks!
May 21, 2009 11:40 am

Why would they need this?

May 21, 2009 11:46 am
Ominous:

I've been contacted regarding a "Wealth Management Consultant" position at UBS.

 
No, this isn't a fancy title for a financial advisor.  It would be a "wholesaler" of sorts to support investment advisors in the field.
 
Anybody with experience with UBS, how well have you worked with someone in this role?
 
How have they supported you in attracting and getting HNW & UNHW clients?
 
Any feedback is appreciated.
 
(And yes, I am seriously considering the position because of my training and experience with insurance & investment asset allocation.)
 
Thanks!




What happened to your website?

May 21, 2009 12:01 pm

It's not my website.

 
I think it'll be up later today though.
May 21, 2009 12:47 pm

Good points! 

 
 
May 22, 2009 9:46 pm

The group is called the Regional Consulting Center or "RCC", they have members for this for planning, insurance, managed money, lending, etc.  FA's in the field can use the RCC for clients/prospects over $2mm.


I have dealt with them a few times and I was not overly impressed. I had one of them prepare a proposal and I scrapped it b/c I thought it was not addressing the issues the client noted when we met.
 
Some are great and most are bad from my experiences.
 
 
 
 
May 23, 2009 9:42 am

Why would anyone want to buy a ticket on the Titanic once the life boats are already over the rail?