Tailored Lending Solutions Consultant - Family Office Solutions Group

Posted on Dec 18, 2018 by UBS

New York, NY 10001
Sales
4 Dec 2018
Annual Salary
Full-Time


Your role
As a Tailored Lending Solutions Consultant in the Family Office Solutions Group (FOSG), you partner with Private Wealth Advisors to proactively engage Family Office Ultra High Net Worth clients and prospects with net worth of $100mm and above. You will work directly with Private Wealth Advisors, clients and prospects to deliver lending solutions for clients in both Tailored Lending and other Banking Products. The role will focus on the UHNW Family Office client segment, supporting the team's objective of growing relationships in this segment.

Key Responsibilities:
• Deliver Tailored Lending and Banking Products expertise by working closely with Private Wealth Advisors and their UHNW clients.
• Negotiate, structure and execute complex lending and banking transactions while considering client needs, balance sheet requirements and the competitive environment
• Introduce potential new products tailored to this segment
• Develop key partnerships throughout the firm to cultivate extensive knowledge of the UBS Lending and Banking products platform and uncover lending opportunities
• Establish strategic objectives based on client needs
• Maintain a close working relationship with functional team and Credit Risk Control group in order to keep up with current policies

Your team
You will be part of the newly created Family Office Solutions Group (FOSG), comprising senior products experts from different areas and dedicated to serving 100m+ clients. You will partner with Private Wealth Advisors to proactively engage UHNW clients and prospects. While being part of FOSG, you will report to and remain part of the Tailored Lending Solutions team having a dual reporting lines into head of FOSG and your IPS product head.

What we offer
Together. That's how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.

Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us).

Take the next step
Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.

About us
Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us? Tailored Lending Solutions Consultant - Family Office Solutions Group

Reference: 599554734