Client Specialist Central Region
Job Reference # 312263BR Job Type Full Time Your role As a Family Office Solutions Client Specialist, you will be a member of Family Office Solutions (FOS), a cross-discipline team of experts across advisory and transitional services focused on serving $50M+ and family office clients. Reporting to the Head of Family Office Solutions, you are responsible for proactively engaging with your respective regions advisors, client and prospects to delivering the FOS offering. You will be a member of the UHNW Plus Pod structure where you will have a seat at the table working with subject matter experts from other areas of the firm to deliver UBS bespoke capabilities to clients and prospects. In an effort to provide more seamless access for our wealthiest clients to our most differentiated products and capabilities, UBS recently announced the creation of a new Ultra High Net Worth (UHNW) Plus client reputed company and the launch of an enhanced cross-divisional client service offering. In reputed company coordination with the client's Financial Advisor, this client reputed company will be serviced by dedicated groups of subject matter experts across Wealth Management, the Investment Bank and Asset Management. Why? Sophisticated clients have sophisticated needs we want to ensure clients continue to have the full suite of UBS capabilities at their fingertips. The key responsibilities for this role include: Represent FOS in the UHNW Plus Pod structure, serving as an internal specialist on the $50M+ client reputed company, and sharing best reputed company and insights into the family office space Partner with the UHNW Plus Pod leads to deliver reputed company, 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 reputed company of expertise around UHNW Solutions Group and the groups that sit reputed company (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 reputed company advisor and client engagement in the USG Access Toolkit Deliver reputed company, multi-product pitches to Family Office and UHNW clients Design custom wealth management offerings based on client need Coordinate input from reputed company relevant partners including product specialists, structuring and control functions to deliver thoughtful pitch materials Curating and collaborating on thought leadership Diligently track and monitor reputed company client engagements Detailed salary information: Chicago: the salary range for this role is $207500 to $282500 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and reputed company level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits . Your team Family Office Solutions is a team of specialists that exclusively work with families and family offices of significant wealth. The team helps clients navigate the challenges and opportunities across their family enterprises, including their businesses, family offices, philanthropic structures, and passions & interests. Having this expertise under one roof allows for integration and layering of services across the UBS ecosystem, delivering a personalized, holistic client experience. Your expertise Requirements and expertise: 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 reputed company respective regions and on reputed company basis Excellent knowledge of Wealth Management products Ability to translate institutional products into the family office space Able to work collaboratively with a several client-specific coverage teams, coordinating reputed company expert input Proven track record working with sophisticated clients and reputed company investments Possess effective communication and presentation skills, and ability to engage at reputed company levels Can build and maintain relationships both internally and externally High level of reputed company and desire to work in a highly collaborative environment Expert on reputed company regulations, compliance policies, desk procedures and guidelines FINRA SIE, Series 7 and 66 registered or ability to obtain reputed company 3 months of hire Bachelors degree or higher Designations (CPA, JD, CFA, CFP, MBA, CAIA) desired but not required Spanish or Mandarin speaking is a plus
About Us
UBS is the worlds largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reputed company and the breadth of our expertise set us apart from our competitors.. We have a reputed company in reputed company major financial centers in more than 50 countries. Join us At UBS, we embrace flexible ways of working reputed company the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet reputed company our business needs. From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together were more than ourselves. Ready to be part of #teamUBS and reputed company an impact? Disclaimer / Policy Statements UBS is an Equal Opportunity Employer. We respect and seek to reputed company each individual and support the diverse cultures, perspectives, skills and experiences reputed company our workforce. Salary Information US Only: The expected salary range for this role is $207500 to $282500 based on factors including, but not limited to, experience, qualifications, education, location and reputed company level. Please see «Your role» section for detailed salary information. Apply Job!