Family Office Design & Governance Strategist
Welcome to UBS, a global leader in wealth management and financial services. We are seeking a driven and experienced Family Office Design & Governance Strategist to join our team and provide comprehensive support to our high-net-worth clients. As a member of our team, you will have the opportunity to work with some of the most influential families in the world and help them navigate the complexities of managing their wealth. If you have a strong understanding of family office structures, a strategic mindset, and a passion for providing exceptional client service, we invite you to apply for this exciting opportunity.
- Develop and implement comprehensive family office design and governance strategies for high-net-worth clients.
- Conduct thorough assessments of clients' financial goals, risk tolerance, and unique needs to determine the most effective strategies.
- Collaborate with clients, their advisors, and internal teams to create customized solutions that align with clients' objectives and UBS' standards.
- Stay up-to-date on industry trends and best practices in family office design and governance to continuously improve and enhance services.
- Act as a trusted advisor to clients, providing expert guidance and advice on complex wealth management issues.
- Communicate effectively with clients and internal teams to ensure a seamless and positive experience.
- Maintain a deep understanding of UBS' products and services and effectively present them to clients when applicable.
- Provide ongoing support and guidance to clients, anticipating and addressing any potential challenges or needs.
- Partner with relationship managers and business development teams to identify and pursue new business opportunities.
- Adhere to all regulatory and compliance requirements, ensuring the highest level of ethical standards in all interactions with clients and colleagues.
Extensive Experience In Family Office Design: The Ideal Candidate Should Have A Deep Understanding Of The Complexities Of Designing And Implementing Family Office Structures. This Includes Knowledge Of Tax Planning, Estate Planning, Investment Management, And Risk Management.
Strong Knowledge Of Uhnw Clients: The Role Of A Family Office Design & Governance Strategist At Ubs Involves Managing Relationships With Ultra-High Net Worth (Uhnw) Clients. Therefore, The Candidate Should Have A Proven Track Record Of Working With Uhnw Individuals And Families And Should Have A Thorough Understanding Of Their Unique Needs And Expectations.
Expertise In Governance And Compliance: The Candidate Should Have A Strong Understanding Of Governance And Compliance Requirements For Family Offices. This Includes Knowledge Of Regulatory Frameworks, Risk Management, And Best Practices In Governance For Uhnw Families.
Excellent Communication And Interpersonal Skills: As A Family Office Design & Governance Strategist, The Candidate Will Be Required To Work Closely With Uhnw Clients And Internal Teams At Ubs. Therefore, Strong Communication And Interpersonal Skills Are Essential To Build And Maintain Relationships, As Well As To Effectively Convey Complex Information To Clients And Colleagues.
Advanced Financial And Analytical Skills: The Candidate Should Have A Strong Financial Background And Possess Advanced Analytical Skills To Effectively Analyze Complex Financial Data And Make Strategic Recommendations To Clients. This Includes Knowledge Of Investment Strategies, Asset Allocation, And Financial Modeling.
Financial Analysis
Strategic Planning
Investment Strategy
Risk assessment
Client Relationship Management
Legal Compliance
philanthropy
wealth management
Estate Planning
Tax Planning
Governance Structure
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
Interpersonal Skills
creativity
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Family Office Design & Governance Strategist in California, USA is between $120,000 to $200,000 per year. This range can vary depending on factors such as experience, qualifications, and the specific company or family office they work for.
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UBS is a global firm providing financial services in over 50 countries. The company provides wealth management, asset management, and investment banking services for private, corporate, and institutional clients worldwide.
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