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Family Office Solutions Specialist

Posted on Dec 12, 2018 by UBS

New York, NY 10001
4 Dec 2018
Annual Salary

Your role
- You will act as a senior client facing expert leading complex, multi-product pitches to top Family Office and UHNW clients and will help design custom WM offerings based upon client needs.
- Partner with Ultra High Net Worth FAs providing support in complex clients cases ensuring we provide the best possible solution.
- Be a primary source of expertise around Global Wealth Management product offerings across investments, lending and advisory solutions.
- Coordinate input from all relevant partners including product specialists, structuring and control functions to storyline and deliver aspirational pitch materials.
- Lead client meetings and ensure proper follow up.
- Break down barriers and overcome operational bottlenecks to ensure a flawless client experience.

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.

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? Family Office Solutions Specialist

Reference: 599554735

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