Associate Wealth Strategist

Job Reference #
310818BR

Job Type
Full Time

Your role
Are you an experienced estate tax professional? Does partnering with financial advisors and their largest and best clients on estate and financial planning issues motivate you?

In an effort to provide more seamless access for our wealthiest clients to our most differentiated products and capabilities, UBS recently announced the creation of a new “Ultra High Net Worth (UHNW) Plus” client segment and the launch of an enhanced cross-divisional client service offering. In close coordination with the client's Financial Advisor, this client segment will be serviced by dedicated groups of subject matter experts across Wealth Management, the Investment Bank and Asset Management. Why? Sophisticated clients have sophisticated needs – we want to ensure clients continue to have the full suite of UBS capabilities at their fingertips.

We’re looking for someone like you who can:

• enhance the UHNW client acquisition and retention process by contributing sophisticated advice related to income tax planning, wealth transfer and philanthropic planning
• educate financial advisors and members of the Advanced Planning Group in the areas of income tax and financial planning
• articulate a concise message to both the client and UBS financial advisor, as an advice provider in a comprehensive wealth planning context
  
  

Your team
As a member of the Advanced Planning group, (comprised of former practicing estate planning attorneys and tax professionals) you partner with financial advisors to proactively engage clients and prospects with a net worth of $50M and above in a dialogue surrounding advanced income tax strategies, and the integration of those strategies with their estate plan and investment portfolios. You will prepare comprehensive analysis and review of a client's income tax planning (on an individual and entity basis), assist clients with establishing family offices, educate clients on opportunities for additional planning, and including a review of estate planning structures. You will serve as a member of UBS's in-house "think-tank," by creating timely articles on income tax planning for internal and external publications and participating in speaking engagements.

Your expertise

• ideally, 3 years working at a financial, accounting or law firm that provided relevant experience to perform the duties described above
• advanced degree or designation required (e.g., JD, CPA, Paralegal certificate/degree)
• ability to review and understand both basic estate planning documents as well as documents implementing more complex estate planning strategies, such as irrevocable trusts, grantor retained annuity trusts (GRATs), qualified personal residence trusts (QPRTs), sales to intentionally defective grantor trusts and split-interest charitable trusts
• active Series 7 and 66 licenses (or are required to obtain them upon hire)
• ability to understand and assimilate complex personal financial information (tax returns, investment statements, incentive benefits, employee benefits and compensation, life insurance policies, business interests, qualified and nonqualified retirement plan information, pension and annuity information, social security, deferred compensation information, related retirement and benefits data, incentive and nonqualified stock option and restricted stock information)
• experience with the following areas, techniques and strategies: personal income, estate, gift, GST and trust tax disciplines, advanced wealth transfer planning techniques such as Grantor Retained Annuity Trusts, Qualified Personal Residence Trusts, Family Limited Partnerships, Defective Grantor Trusts, Irrevocable Life Insurance Trusts, Charitable Remainder Trusts, Charitable Lead Trusts, Private Foundations, Generation-Skipping Transfer Tax, planning with concentrated stock positions, incentive benefits, non-qualified stock options, incentive stock options, and restricted stock
  
  

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.

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.