UBS Financial Services Client Development Associate – Family Office Solutions Group in New York, New York
As a member of the Client Development Team in the Family Office Solutions Group (FOSG), you are responsible for building and maintaining the sourcing and tracking of our client acquisition program. You will partner with the Family Office Solutions Group team, Global Family Office (GFO) group and respective Private Wealth Advisors on current and new business acquisition of UHNW prospects with net worth of $100mm and above. The role will focus on the UHNW and Family Office client segment with the objective of driving net new money and revenue growth.
•\tImplement the client acquisition program for $100m+ clients
•\tMaintain the client and deal pipeline; ensure follow up on agreed actions per client
•\tEnsure process and operational procedures for FOSG client development program are met
•\tTrack deals and lost opportunities; mechanism to share best practices
•\tCreate output and updates to be shared with various audiences, from senior management to FOSG team members
•\tWork closely with FOSG and PWAs to identify target client opportunities, including client qualifications
•\tBuild client dossiers
•\tLiaise and partner with Market Heads and Private Wealth Advisors to holistically map relationships and opportunities
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 will be part of the newly-created FOSG, comprising senior products experts from different areas and dedicated to serving 100m+ clients.
•\tstrong knowledge of product offering and UBS capabilities
•\tdeep knowledge of Microsoft Office (Word, PPT, Access, Excel etc)
•\texcellent coordination and partnership skills among senior executives within PWM, Wealth Americas and beyond
•\tability to think creatively and problem solve
•\tstrong communication skills
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 #: 186113BR
Business Divisions: Global Wealth Management
Title: Client Development Associate – Family Office Solutions Group
City: New York
Job Type: Full Time
Country / State: United States - New York
Function Category: Business development, Product Management and Development, Sales