Job Description
United States - New York
Business management, administration and support
Global Wealth Management
Job Reference #
292304BR
City
New York
Job Type
Full Time
Your role
As clients’ first point of contact for private banking services and account administration, our CSAs are experienced across a broad range of topics including cash management, banking solutions, and account maintenance.
We’re Looking for a Client Associate To:
We’re Looking for a Client Associate To:
- Act as a Relationship Manager for Ultra High Net Worth clients with complex estate strategies
- Work directly with clients / family offices on Private Banking Services such as Account Onboarding, Cash & Expense Management, Estate Plan Execution, Liability Management, and Investment Administration & Funding
- Onboard and manage complex Entity Structures like Trusts, LLCs, and Business Entities with deep knowledge of Trust & Estate Planning
- Execute intricate Lending Strategies across various entities like Securities Backed Loans, Unsecured Loans, Private Equity / Hedge Fund Loans, and Mortgages
- Coordinate administration and funding of unique Investment Strategies like Alternative Investments, Direct Investments, Syndicate Deals, and Private Investments in Public Equity (PIPE)
- Interact with High Profile Clients and their External
Your team
You’ll work with a high profile Private Wealth Management Team in New York, NY, that oversees $10bn+ managed assets. We represent Ultra High Net Worth families with a focus on Entrepreneurs and Business Executives, with a specialization in the Financial Sector. Our 16-person team offers family office-style coverage and service, alongside an Advice Beyond Investing model embodied by creating Connections that Matter.
Your expertise
- Series 7 & 66 Licenses (Registered CAs Only)
- Ideally 3-5 Years of Experience in Client Service, within Private Wealth Management
- Superior Communicator (Verbal & Written) with Top-Notch Interpersonal Skills
- Detail-Oriented (Nothing Gets Past You!) with a Focus on “Big Picture” Thinking
- Expert Multi-Tasking with Strong Organization of Time Sensitive Priorities
- Passion for Proactivity with Perfect Execution and Follow Through
- Strong Collaboration Skills with a Team Player (We’re All in This Together!) Attitude
- Proficient in Microsoft Office Suite
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.
We have a presence in all major financial centers in more than 50 countries.
How we hire
This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html
Salary information
CA, CO, WA and NY based roles: The salary range for this role is $68,000 to $75,000 based on experience, education, and skill level. This role may be eligible for discretionary incentive compensation. For benefits information: ubs.com/usbenefits.
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?
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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