Client Specialist

As a Family Office Solutions Client Specialist, you will be a member of Family Office Solutions (FOS), a cross-discipline team of experts across advisory and transitional services focused on serving $50M+ and family office clients. Reporting to the Head of Family Office Solutions, you are responsible for proactively engaging with your respective region’s advisors, client 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 provide more seamless access 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” client segment and the launch of an enhanced cross-divisional client service offering. In close coordination with the client's Financial Advisor, this client segment will be serviced by dedicated groups of subject matter experts across Wealth 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+ client segment, and sharing best ideas and insights into the family office space
• Partner with the UHNW Plus Pod leads to deliver complex, multi-product solutions to Family Office and UHNW clients and help design custom wealth management offerings based on client needs
• Regional advisor and client coverage
• Be a primary source of expertise around UHNW Solutions Group and the groups that sit within (Family Advisory and Philanthropy Services, Advanced Planning, Family Office Solutions)
• Have a high-level understanding of the Global Wealth Management, Investment Bank and Asset Management product offerings across investments, lending and advisory solutions
• Diligently track all advisor and client engagement in the USG Access Toolkit
• Deliver complex, multi-product pitches to Family Office and UHNW clients
• Design custom wealth management offerings based on client need
• Coordinate input from all relevant partners including product specialists, structuring and control functions to deliver thoughtful pitch materials
• Curating and collaborating on thought leadership
• Diligently track and monitor all client engagements

Detailed salary information:
• New York: the salary range for this role is $207500 to $282500
The expected salary range(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 skill 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 a team of specialists that exclusively work with families and family offices of significant wealth. The team helps clients navigate 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 client 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 within respective regions and on ad hoc basis
• Excellent knowledge of Wealth Management products
• Ability to translate institutional products into the family office space
• Able to work collaboratively with a several client-specific coverage teams, coordinating all expert input
• Proven track record working with sophisticated clients and complex investments
• Possess effective communication and presentation skills, and ability to engage at all levels
• Can build and maintain relationships both internally and externally
• High level of integrity and desire to work in a highly collaborative environment
• Expert on related regulations, compliance policies, desk procedures and guidelines
• FINRA SIE, Series 7 and 66 registered or ability to obtain within 3 months of hire
• Bachelor’s degree or higher
• Designations (CPA, JD, CFA, CFP, MBA, CAIA) desired but not required
• Spanish speaking required
• Mandarin and Portuguese speaking is a plus

#LI-Multi

About us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..

We have a presence in all major financial centers in more than 50 countries.

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all 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 levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.