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Solutions Associate – Family Office Solutions Group - New York, NY #6350917

Company: UBS Financial Services

Date: 05/21/2019

Category: Financial Services

City: New York, NY

Solutions Associate – Family Office Solutions Group

United States - New York

Business development, Product Management and Development, Sales

Global Wealth Management

Job Reference #:



New York

Job Type:

Full Time

Your role:

As a member of the Client Development Team in the Family Office Solutions Group (FOSG), you are responsible for building and maintaining the sourcing and tracking of our client acquisition program. You will partner with the Family Office Solutions Group team, Global Family Office (GFO) group and respective Private Wealth Advisors on current and new business acquisition of UHNW prospects with net worth of $100mm and above. The role will focus on the UHNW and Family Office client segment with the objective of driving net new money and revenue growth.

You will:

• Support Solutions Specialists to deliver holistic wealth solutions to clients and prospects

• Work closely with FOSG IPS partners to build content for their product areas in addition to new cross-asset content

• Work closely with FOSG Solutions Specialists and PWAs to support business planning related to target client opportunities

• Build client dossiers

• Ensure process and operational procedures for FOSG client are met

  • maintain library of pitch content

Your team:

You will be part of the newly-created FOSG, comprising senior products experts from different areas and dedicated to serving 100m+ clients.

Your expertise:

You have:

• strong knowledge of product offering and UBS capabilities

• deep knowledge of Microsoft Office (Word, PPT, Access, Excel etc)

• excellent coordination and partnership skills among senior executives within PWM, Wealth Americas and beyond

• ability to think creatively and problem solve

• strong communication skills

• college degree

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.

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