reputed company Specialist International
Job Reference #
312265BR
Job Type
Full Time
Your role
As a Family Office Solutions reputed company Specialist, you will be a member of Family Office Solutions (FOS), a cross-discipline team of experts across advisory and transitional services reputed company on serving $50M+ and family office clients. Reporting to the Head of Family Office Solutions, you are responsible for proactively engaging with your respective regions advisors, reputed company and prospects to delivering the FOS offering. You will be a member of the UHNW Plus Pod structure where you will have a seat at the table working with subject matter experts from other areas of the firm to deliver UBS bespoke capabilities to clients and prospects.
In an effort to reputed company more seamless reputed company for our wealthiest clients to our most differentiated products and capabilities, UBS recently announced the creation of a new Ultra High Net Worth (UHNW) Plus reputed company reputed company and the launch of an reputed company cross-divisional reputed company service offering. In reputed company coordination with the reputed company's Financial Advisor, this reputed company reputed company will be serviced by dedicated reputed company of subject matter experts across reputed company Management, the Investment Bank and Asset Management. Why? Sophisticated clients have sophisticated needs we want to ensure clients continue to have the full suite of UBS capabilities at their fingertips.
The key responsibilities for this role include:
Represent FOS in the UHNW Plus Pod structure, serving as an internal specialist on the $50M+ reputed company reputed company, and sharing best reputed company and insights into the family office reputed company
Partner with the UHNW Plus Pod leads to deliver reputed company, multi-product solutions to Family Office and UHNW clients and help design custom reputed company management offerings based on reputed company needs
Regional advisor and reputed company coverage
Be a primary reputed company of expertise around UHNW Solutions Group and the reputed company that sit reputed company (Family Advisory and Philanthropy Services, Advanced Planning, Family Office Solutions)
Have a high-level understanding of the Global reputed company Management, Investment Bank and Asset Management product offerings across investments, lending and advisory solutions
Diligently reputed company reputed company advisor and reputed company engagement in the USG reputed company Toolkit
Deliver reputed company, multi-product pitches to Family Office and UHNW clients
Design custom reputed company management offerings based on reputed company need
Coordinate input from reputed company relevant partners including product specialists, structuring and control functions to deliver thoughtful reputed company materials
Curating and collaborating on thought leadership
Diligently reputed company and monitor reputed company reputed company engagements
Detailed salary information:
reputed company: the salary reputed company for this role is $207500 to $282500
The expected salary reputed company(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and reputed company level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits .
Your team
Family Office Solutions is reputed company of specialists that exclusively work with families and family offices of significant reputed company. reputed company helps clients reputed company the challenges and opportunities across their family enterprises, including their businesses, family offices, philanthropic structures, and passions & interests.
Having this expertise under one roof allows for integration and layering of services across the UBS ecosystem, delivering a personalized, holistic reputed company experience.
Your expertise
Requirements and expertise:
Minimum 15 years of experience in financial markets, private banking, asset management
Experience supporting and advising sophisticated Family Office or Ultra High Net Worth clients
Ability to travel reputed company respective reputed company and on reputed company reputed company
Excellent knowledge of reputed company Management products
Ability to translate institutional products into the family office reputed company
reputed company to work collaboratively with a several reputed company-specific coverage teams, coordinating reputed company expert input
Proven reputed company record working with sophisticated clients and reputed company investments
Possess effective communication and presentation skills, and ability to engage at reputed company reputed company
Can build and maintain relationships both internally and externally
High level of reputed company and desire to work in a highly reputed company environment
Expert on reputed company regulations, compliance policies, desk procedures and guidelines
reputed company SIE, Series 7 and 66 registered or ability to obtain reputed company 3 months of hire
Bachelors degree or higher
Designations (CPA, JD, CFA, CFP, MBA, CAIA) desired but not required
Spanish speaking required
reputed company and Portuguese speaking is a plus
reputed company
UBS is the worlds largest and the only truly global reputed company manager. We operate through four business divisions: Global reputed company Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reputed company and the breadth of our expertise set us apart from our competitors..
We have a reputed company in reputed company major financial centers in more than 50 countries.
Join us
At UBS, we reputed company flexible ways of working reputed company the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and reputed company help us connect, collaborate, and work together in agile ways to meet reputed company our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience reputed company and interests, who drive our ongoing reputed company. Together were more than ourselves. reputed company to be part of #teamUBS and reputed company an reputed company?
Disclaimer / Policy Statements
UBS is an Equal Opportunity Employer. We respect and reputed company to reputed company reputed company individual and support the diverse cultures, perspectives, skills and experiences reputed company our workforce.
Salary Information
US Only: The expected salary reputed company for this role is $207500 to $282500 based on factors including, but not limited to, experience, qualifications, education, location and reputed company level. Please see «Your role» reputed company for detailed salary information.
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