Job Description
Job Reference #
315050BR
City
New York, San Francisco
Job Type
Full Time
Your role
Are you an experienced client-facing relationship manager? Do you enjoy navigating complex, large organizations to deliver a seamless product client experience?
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 segment and the launch of an enhanced cross-divisional client service offering. In close coordination with the client's Financial Advisor, this client segment 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.
We are looking for someone who can:
- serve as an orchestrator and leader of a dedicated group of subject matter experts, closely coordinated with Financial Advisors and in alignment with senior UBS managers
- be an overall connector within the firm, responsible for the holistic client experience as well as executing clients’ cross-divisional business needs
- act as a relationship manager for our largest clients, closely coordinated with the client’s Financial Advisor, with multiple touchpoints across all of UBS Group
- identify potential UHNW clients and help drive the client acquisition and/or engagement process. Leads should come from your own contacts and/or by working together with Financial Advisors/senior UBS managers, including Vice Chairmen
- take overall responsibility for meeting financial targets from clients under your coverage, by delivering to their requirements
- understand client needs and coordinate cross-divisional coverage to ensure clients are properly covered by a team comprised of relevant specialists
- direct inbound client requests as well as manage larger financial transactions, in compliance with Wealth Management, Investment Bank, Asset Management, barrier crossing and cross border policies
- act as an ambassador for collaboration with UHNW colleagues as well as partners from other UBS divisions
- ensure compliance guidelines are strictly adhered to when interacting with clients and prospects
Detailed salary information :
• San Francisco, New York: 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 skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits .
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback .
Your team
You will be working in the US UHNW Plus and GFIW Americas team, which are cross-divisional client service offerings. You will be an employee of Wealth Management and will deliver solutions to our wealthiest clients, including institutional family office clients. The team is responsible for prospecting, building long-standing, cross-divisional relationships and delivering products, services and thought leadership to the largest clients domiciled in the Americas, in close coordination with Financial Advisors.
You will be located in California or New York and focused on clients from Asia.
Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.
Your expertise
- extensive network of relationships with UHNW clients, including institutional family offices
- demonstrated expertise covering UHNW clients in the investment or advisory space
- meaningful knowledge of products and capabilities across Wealth Management, the Investment Bank and Asset Management
- excellent interpersonal skills and strong communication skills
- able to work collaboratively with a variety of client-specific coverage teams
- proven track record working with sophisticated clients and complex investments
- expert in related compliance, regulation, policies and guidelines
- proficiency in an Asian language is preferred
About us
UBS is the world’s 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 reach and the breadth of our expertise set us apart from our competitors..
We have a presence in all major financial centers in more than 50 countries.
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 skill level. Please see «Your role» section for detailed salary information.
Join us
At UBS, we embrace flexible ways of working when 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 all 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 we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
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.
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Job Tags
Full time, Part time, Work from home, Work visa, Work alone, Flexible hours,