United States - Texas

Client advisory / Relationship management

Global Wealth Management

Your role

Are you an experienced estate planning professional? Does partnering with financial advisors and their largest and most sophisticated clients on estate and financial planning issues motivate you?

We’re looking for someone like that who can:
• partner with Financial Advisors to proactively engage Ultra High Net Worth clients and prospects (generally with a net worth of $50M and above) in a dialogue surrounding advanced wealth transfer and philanthropic strategies, and the integration of those strategies with their investment portfolios
• prepare comprehensive analyses and review of a client's estate and wealth transfer planning, educate clients on opportunities for additional planning, and work on a multi disciplinary team serving UHNW clients and family offices.
• enhance the client acquisition, advisory and retention process by contributing sophisticated advice related to estate planning, wealth transfer and philanthropic planning
• educate Financial Advisors in the areas of wealth planning, estate and financial planning
• articulate a concise message to both the client and UBS Financial Advisors, as an advice provider in a comprehensive wealth planning context

Job Reference #

329781BR

City

Houston

Job Type

Full Time

Your team

As a Wealth Strategist in the UBS Advanced Planning team, you partner with financial advisors to proactively engage Ultra High Net Worth clients and prospects with a net worth of $50M and above in a dialogue surrounding advanced wealth transfer and philanthropic strategies, and the integration of those strategies with their investment portfolios. You will serve as a member of UBS's in-house "think-tank," by creating timely articles on estate and wealth transfer planning for internal and external publications and participating in speaking engagements.

Your expertise

• a JD
• ideally, 10+ years of experience at a law firm in private practice or in an accounting firm
• active Series 7 and 66 (or are required to obtain them within 90 days of hire)
• expertise, skills and experience with the following areas, techniques and strategies: personal income, estate, gift, trust, and partnership tax disciplines, advanced wealth transfer planning techniques such as Grantor Retained Annuity Trusts, Family Limited Partnerships, Intentionally Defective Grantor Trusts, Irrevocable Life Insurance Trusts, Charitable Remainder Trusts, Charitable Lead Trusts, Private Foundations, Generation Skipping Transfer Tax, philanthropic planning, planning with concentrated stock positions, incentive benefits, non-qualified stock options, incentive stock options, and restricted stock
• significant experience working with ultra high net worth clients as well as strong collaboration skills working with other business groups within UBS Wealth Management to provide a comprehensive and consistent internal client experience
• a network to participate in external activities that raise the profile of UBS Wealth Management in the Ultra High Net Worth market, particularly among attorneys and accountants as centers of influence
• able to interact with Senior management, financial advisors , product areas, delete vendors and field experts
• skilled at working with a high degree of autonomy, set priorities and manage deadlines while being organized and having strong project coordination skills
• a team-player, enthusiastic and positive, polished, poised and professional while also self-motivated and pro-active

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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.