UBS Financial Services Global Family Office Advisor in New York, New York

Your role:

  • You will act in partnership with top Ultra High Net Worth Financial Advisors to ensure deliver of the institutional product suite to GFO clients, across capital markets (Equities, FX Rates & Credit), PE equity investments, financing and advisory solutions

  • Identify potential GFO clients and drive the process to onboard them to GFO, both with FAs and with clients themselves.

  • Take ownership of the business plan for GFO client relationships under their coverage and be responsible for delivering planned financial results

  • Coordinate cross-divisional coverage to ensure GFO clients are covered by the relevant IB product specialists.

  • Ensure GFO compliance guidelines are strictly adhered to when interacting with clients and prospects.

  • Break down barriers and overcome operational bottlenecks to ensure a flawless client experience.

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.

Your team:

You will be working in the Global Family Office Group (GFO) which is a joint venture between UBS Global Wealth Management and UBS Investment Bank. You will be an employee of Wealth Management and will deliver institutional and corporate solutions to Family Office clients (generally $500m+). The GFO Team will be responsible for prospecting, building long-standing, cross divisional relationships and delivering products, services and advice to the largest Family Office clients domiciled in the Americas.

Your expertise:

  • Demonstrated expertise with Investment Banking offerings and ability to lead early stage cross product pitches.

  • Able to work collaboratively with top producing Financial Advisors and ensure team approach to providing best possible solution.

  • Excellent interpersonal skills and strong communication skills.

  • Proven track record working with sophisticated clients and complex investments.

  • Expert in related compliance, regulation, policies and guidelines.

  • Series 7 and 66 licenses

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?

Your colleagues:

Job Reference #: 186563BR

Business Divisions: Global Wealth Management

Title: Global Family Office Advisor

City: New York

Job Type: Full Time

Country / State: United States - New York

Function Category: Business development, Product Management and Development, Sales