UBS · 3 days ago
UHNW Lending Specialist
Texas, United States
Full-time
Hybrid
Senior Level
$225K/yr - $275K/yr
7+ years expUBS is a leading global wealth manager and universal bank headquartered in Switzerland. The UHNW Lending Specialist will focus on driving growth in Tailored Lending and Private Equity by partnering with Senior Wealth Management Bankers and Private Wealth Advisors, while also establishing strong relationships with high net worth clients.
Asset ManagementBankingFinancial ServicesWealth Management
Responsibilities
Be a solution specialist for Tailored Lending
Partner with Senior Wealth Management Banker and Private Wealth Advisor to increase adoption of banking lending products and solutions with Private Wealth Advisors and Senior Wealth Management Bankers
Establish a reputation of execution and excellence while maintaining confidence of the Private Wealth Advisor, Senior Wealth Management Banker and Firm Management
Profile HNW client base, identify and analyze business opportunities and build lending product awareness
Responsible for driving growth across Tailored Lending and Private Equity
Develop creative and intelligent solutions while advising on client transactions and offering constructive alternatives to further enhance overall relationship
Interview prospects & clients in joint meetings with Senior Wealth Management Bankers and Private Wealth Advisors
Pre-screen appropriate transactions and communicate with Senior Wealth Management Bankers and Private Wealth Advisors regarding opportunities
Manage expectations through active communication with Wealth Management Bankers and Private Wealth Advisors
Qualification
Required
a Bachelor's degree (required); Advanced degree preferred
ideally 7+ years' experience in financial services, UHNW lending origination and credit analysis in private or commercial banking
series 7, 63 (or 66) securities licenses required or to be obtained within 90 days of employment
completion of formal credit training strongly preferred
expert knowledge of credit products securities based loans, high net worth tailored lending products, and private equity
experience in understanding the financial needs of all types of clients
maintain poise and presence coupled with exceptional interpersonal skills to build relationships with sophisticated high net worth clients and their advisors
ability to develop and coordinate activities of junior team members
Demonstrate creativity and intelligent solutions in structuring sophisticated client transactions
balance revenue expectations with risk requirements of firm to ensure client and firm's interests are met
ability to tactfully and professionally decline transactions while maintaining FA and client relationships
possess excellent oral and written communication skills and presentation skills
detail orientation with exceptional analytical skills
ability to multi-task; meet deadlines and manage Financial Advisor and client expectations
good collaboration skills in a team-oriented environment
this position may require approximately 25% travel
Preferred
Advanced degree preferred
completion of formal credit training strongly preferred
Company
UBS
UBS is a financial services firm engaged in wealth management, investment banking, asset management, and retail banking.
10001+ employees
H1B Sponsorship
UBS has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (8)
2024 (7)
2023 (3)
2022 (6)
2021 (5)
2020 (4)
Funding
Current Stage
Public CompanyTotal Funding
$12.57B2025-11-03Post Ipo Debt· $3.25B
2025-09-09Post Ipo Debt· $1.17B
2024-09-06Post Ipo Debt· $1.5B
Leadership Team
Sergio P. Ermotti
Group Chief Executive Officer
James Walker
Head CTO for Core Technology & Platforms
Recent News
2026-01-12
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2026-01-11
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