UBS Financial Services Alternative Investments Consultant – FOS Group (UBS Career Comeback) in New York, New York

Alternative Investments Consultant – FOS Group (UBS Career Comeback)

United States - New York

Business development, Product Management and Development, Sales

Global Wealth Management

Job Reference #:



New York

Job Type:

Full Time

Your role:

Been out of the workforce for two or more years and ready to come back? Already built a career in financial services (or in a transferable role) and want to take the next step on your career path?

We recognize the added value that experienced talent brings into our workplace. And we also know that it’s not always easy to find the right work opportunity after a career break. That’s where UBS Career Comeback comes in – to help make the transition back to work a success.

Career Comeback Site

As an Alternative Investments Consultant in the Family Office Solutions Group (FOSG), you partner with Private Wealth Advisors to proactively engage Family Office and 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 provide expertise in Alternative Investments Products strategy and implementation. Ideally, you have expertise in one of: (i) Private Equity and Real Estate or (ii) more liquid Hedge Fund strategies. The role will focus on the Family Office client segment with the objective of driving net new money and revenue growth. You will be in a dialogue with advisors and clients surrounding integration of those strategies within their investment portfolios. You will provide front-to-back lifecycle education and marketing of the full Alternative Investments platform in coordination with the group’s product development and origination teams. This entails a full understanding of all details pertaining to the Alternative Investments and UBS platforms, underlying assets, associated Firm research, portfolio positioning, systems, client eligibility and risk considerations.

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 Alternative Investments team having a dual reporting lines into head of FOSG and your IPS product head.

Your expertise:

You have:

• an MBA and CFA preferred

• minimum of 10+ years of prior experience in Alternative Investments or a comparable role

• a deep understanding of the Alternative Investments business and products, including hedge funds, fund of funds, exchange funds, private equity, private real estate and managed futures and expertise in one of: (i) Private Equity and Real Estate or (ii) Hedge Fund strategies.

• active Series 7 and 66 licenses

• expertise on regulations, compliance policies, desk procedures and guidelines


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?

Join us:

We're a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, 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.