UBS
Wealth Strategist – UBS (Houston)
Job Reference #: 329781BR
Job Type: Full Time
Location: Houston, TX
Responsibilities
Partner with Financial Advisors to proactively engage Ultra High Net Worth clients and prospects (net worth $50M+) in dialogues surrounding advanced wealth transfer and philanthropic strategies, integrating those strategies with investment portfolios
Prepare comprehensive analyses and review of clients’ estate and wealth transfer planning, educate clients on opportunities for additional planning, and work on a multidisciplinary team serving UHNW clients and family offices
Enhance the client acquisition, advisory, and retention process by providing 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 concise messages to both the client and UBS Financial Advisors as an advice provider in a comprehensive wealth planning context
Qualifications
JD
10+ years of experience at a law firm in private practice or an accounting firm
Active Series 7 and 66 (or required to obtain them within 90 days of hire)
Expertise in personal income, estate, gift, trust, and partnership tax disciplines, advanced wealth transfer planning techniques (Grantor Retained Annuity Trusts, Family Limited Partnerships, etc.), philanthropic planning, concentrated stock positions, incentive stock options, and restricted stock
Significant experience working with ultra high net worth clients and collaboration skills working with other business groups within UBS Wealth Management
Network to participate in external activities raising the profile of UBS Wealth Management in the Ultra High Net Worth market
Ability to interact with senior management, financial advisors, product areas, vendors, and field experts
Skilled at working autonomously, setting priorities, managing deadlines, with strong project coordination skills
Team player, enthusiastic, polished, poised, professional, self‑motivated, proactive
About UBS UBS is a leading global wealth manager and universal bank headquartered in Zurich, Switzerland, with a presence in more than 50 markets worldwide.
Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support diverse cultures, perspectives, skills, and experiences within our workforce.
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Job Type: Full Time
Location: Houston, TX
Responsibilities
Partner with Financial Advisors to proactively engage Ultra High Net Worth clients and prospects (net worth $50M+) in dialogues surrounding advanced wealth transfer and philanthropic strategies, integrating those strategies with investment portfolios
Prepare comprehensive analyses and review of clients’ estate and wealth transfer planning, educate clients on opportunities for additional planning, and work on a multidisciplinary team serving UHNW clients and family offices
Enhance the client acquisition, advisory, and retention process by providing 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 concise messages to both the client and UBS Financial Advisors as an advice provider in a comprehensive wealth planning context
Qualifications
JD
10+ years of experience at a law firm in private practice or an accounting firm
Active Series 7 and 66 (or required to obtain them within 90 days of hire)
Expertise in personal income, estate, gift, trust, and partnership tax disciplines, advanced wealth transfer planning techniques (Grantor Retained Annuity Trusts, Family Limited Partnerships, etc.), philanthropic planning, concentrated stock positions, incentive stock options, and restricted stock
Significant experience working with ultra high net worth clients and collaboration skills working with other business groups within UBS Wealth Management
Network to participate in external activities raising the profile of UBS Wealth Management in the Ultra High Net Worth market
Ability to interact with senior management, financial advisors, product areas, vendors, and field experts
Skilled at working autonomously, setting priorities, managing deadlines, with strong project coordination skills
Team player, enthusiastic, polished, poised, professional, self‑motivated, proactive
About UBS UBS is a leading global wealth manager and universal bank headquartered in Zurich, Switzerland, with a presence in more than 50 markets worldwide.
Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support diverse cultures, perspectives, skills, and experiences within our workforce.
#J-18808-Ljbffr