Family Office Specialist
| Company | UBS |
|---|---|
| Location | Houston, TX, USA, Dallas, TX, USA, Chicago, IL, USA |
| Salary | $225000 – $275000 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Expert or higher |
Requirements
- Minimum 15 years of experience in financial markets, private banking, asset management
- Experience supporting and advising sophisticated Family Office or Ultra High Net Worth clients
- Ability to travel within respective regions and on ad hoc basis
- Excellent knowledge of Wealth Management products
- Ability to translate institutional products into the family office space
- Able to work collaboratively with several client-specific coverage teams, coordinating all expert input
- Proven track record working with sophisticated clients and complex investments
- Possess effective communication and presentation skills, and ability to engage at all levels
- Can build and maintain relationships both internally and externally
- High level of integrity and desire to work in a highly collaborative environment
- Expert on related regulations, compliance policies, desk procedures and guidelines
- FINRA SIE, Series 7 and 66 registered or ability to obtain within 3 months of hire
- Bachelor’s degree or higher
Responsibilities
- Represent FOS in the UHNW Plus Pod structure, serving as an internal specialist on the $50M+ client segment, and sharing best ideas and insights into the family office space
- Partner with the UHNW Plus Pod leads to deliver complex, multi-product solutions to Family Office and UHNW clients and help design custom wealth management offerings based on client needs
- Regional advisor and client coverage
- Be a primary source of expertise around UHNW Solutions Group and the groups that sit within (Family Advisory and Philanthropy Services, Advanced Planning, Family Office Solutions)
- Have a high-level understanding of the Global Wealth Management, Investment Bank and Asset Management product offerings across investments, lending and advisory solutions
- Diligently track all advisor and client engagement in the USG Access Toolkit
- Deliver complex, multi-product pitches to Family Office and UHNW clients
- Design custom wealth management offerings based on client need
- Coordinate input from all relevant partners including product specialists, structuring and control functions to deliver thoughtful pitch materials
- Curating and collaborating on thought leadership
- Diligently track and monitor all client engagements
Preferred Qualifications
- Designations (CPA, JD, CFA, CFP, MBA, CAIA) desired but not required
- Spanish or Mandarin speaking is a plus