UMB AG
The UMB Private Wealth Trust Sales Advisor is responsible for building and managing relationships with ultra-high net worth clients, focusing on complex trust administration and delivering exceptional customer experience. The role involves client acquisition, trust and wealth planning, and collaboration with other financial professionals to provide tailored solutions.
UMB is a Swiss IT services firm that delivers end-to-end, tailored solutions for digital transformation, including cloud services, IT consulting, and 360° managed IT. The company focuses on simplifying and optimizing business processes with intelligent technology to “create time” for its customers. UMB positions itself as a partner for enterprises seeking bespoke IT strategy, implementation, and ongoing support to improve efficiency and agility.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for UMB AG.
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