UBS Financial Services Global Family Office (US) - Sales in New York, New York
You will be a Strategic Advisor to Global Family Office Client Segment by delivering cross divisional Investment Banking, Asset Management and Private Equity Investment solutions. Key Responsibilities:
Enable efficiency in finding appropriate resources and solutions globally in WM and IB
Build relationships with global GFO sales and trading teams, Prime Brokerage, IB, and Wealth Management
Gain a robust knowledge and product expertise in all GFO offerings and capabilities for GFO client needs
Co-ordinate and drive RFP process across WM, IB in partnership with FA's
Create client pitch books and presentation for GFO advisors and clients
Aggregate RFP material to create individual pitch books
Co-ordinate WM & IB delivery of content, solutions and thought leadership to Advisors and GFO clients
Help with the GFO FA and client vetting process across WMA branch network
Help identify appropriate client solutions and investments
Face off day to day with family office clients and FA's (client and FA facing desk)
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.
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.
You have experience in Wealth Management and Financial Services business; working with Financial Advisors, Branch Managers and family office clients; you have robust knowledge of markets and product offerings for GFO clients
Your experience and skills:
5+ years of experience in wealth management or family office space
Experience dealing with family office clients and understanding of client needs
Strong ability to develop relationships with FA's and employees across the globe
Ability to vet and screen appropriate products for GFO clients
Ability to multi task and provide guidance to junior team members
Education Level: Undergrad Experience: 5 – 8 Years
Registrations/ licenses required: Series 7, 66
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?
Job Reference #: 173688BR
Business Divisions: Corporate Center
Title: Global Family Office (US) - Sales
City: New York
Job Type: Full Time
Country / State: United States - New York
Function Category: Sales