Client Specialist – Central Region

City

Chicago, Dallas, Houston

Job Type

Full Time

Country / State

United States - Illinois, United States - Texas

Function Category

Business development

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.

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 10 years of experience in financial markets, private banking, asset management
• 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 a 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
• Designations (CPA, JD, CFA, CFP, MBA, CAIA) desired but not required
• Spanish or Mandarin speaking is a plus

#LI-Multi

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.