Head, Sales and Capabilities Development
UBW Wealth Management
"We strive to create a customer centric sales organization by focusing on communication, value creation and sales leadership!"
As the Head of Sales and Capability Development, I manage the performance and capabilities of all client facing staff in Wealth Management to ensure a consistent and effective approach to generating new business.
"We are not hiring sales people; we are investing in revenue"!
On Boarding and Integration Team Mission Statement:
• To make new employees feel welcome and comfortable in their new surroundings.
• To minimize the time before new employees are productive members of their new team.
• To ensure a high rate of return on our new-hire investment
•To ensure our CA's are equipped with the knowledge and skills our clients expect from UBS.