Registered Client Associate, Financial Services Firm UBS

>> My name is Brian Tobin. I work at UBS Financial Services, the New York City headquarters in the Wealth Management Division. Our team focuses on holistic financial planning, asset allocation, investment analysis. We kind of take a core approach into -- into wealth management. We work with a lot of corporate attorneys, executives, pharmaceutical representatives, a lot of -- a lot of different industries so get a very broad appeal of types of clients that we work with. Very front-office facing roles, so we deal a lot with people, but also there is the financial aspect to it, a lot of analysis and techniques we use to help our clients. So, I mean, depending on, you know, which way the market goes, you may be hearing a lot of client incoming calls inquiring about maybe why one sector is performing poorly or not doing so well. Additionally, you know, there's a lot of -- a lot of money being moved in accounts so whether clients are buying or selling individual securities or want to, you know, move money to another bank account, so there's a lot of transaction that goes along. Additionally, we focus on, you know, prospecting, looking to bring in new clients. We like to meet with a lot of successful people, tell them about what we do and learn a little bit more about them so kind of a trade-off between the sales-oriented side of finance, additionally, with the analysis side, helping our current clients. You know, I like to get in pretty early in the morning just to see, you know, what the upcoming day looks like in terms of what analysts, you know, think the market's going to do. A typical week, I like to, you know, after work, try to go to certain events where I can meet people, potentially sit down and tell them about what we do. So, you know, it is a typical, you know, work week, not too long hours at the office. But, then again, we like to do some extracurricular activities after to try to meet new clients and bring in more business for the firm.