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

Global Family Office Advisor

United States - New York

Business development, Product Management and Development, Sales

Global Wealth Management

Job Reference #:



New York

Job Type:

Full Time

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.

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?

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.

UBS is proud to be an equal opportunities employer. We are committed to providing equal access to employment opportunities to all prospective employees within the recruitment process. UBS complies with and supports all national and local laws pertaining to non-discrimination and advancement opportunity, including those relating to making reasonable accommodations to the recruitment process for applicants who require them.
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