Do you want to engage with Ultra High Net Worth individuals and families on unique investment opportunities in some of the most sought-after private markets? Do you have a track record of distribution or sales coverage in private equity and real estate investments?

We are looking for someone like you to:

• engage with Financial Advisors and their eligible clients on direct investments
• differentiate what we can provide to our most important Wealth Management clients
• maintain relationships with investors to understand their objectives, risk tolerance and expectations
• provide feedback to diligence team to be responsive to client preferences
• participate in prospect meetings to help drive new business to UBS
• create custom distribution plan for each investment opportunity

Detailed salary information:
• New York: the salary range for this role is $120000 to $140000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.

Job Reference #

304486BR

City

New York

Job Type

Full Time

Your team

As part of the Direct Investments Group (DIG) within UBS Global Wealth Management, you will be covering Financial Advisors and their clients across the United States. DIG provides access to unique investment opportunities for our sophisticated Ultra High Net Worth (UHNW) individuals and families across asset classes, including equity, real estate and fixed income, whether structured as a direct investment with the issuer or co-investment via a sponsor.
On a global basis, DIG works very closely with both internal and external partners to make these investments available to eligible investors. DIG leads all aspects of the dialogue between the companies / sponsors (in some cases, in partnership with UBS Investment Bank and/or UBS Asset Management) and the investors, in close coordination with Financial Advisors within Global Wealth Management.

Your expertise

• Bachelor’s degree or equivalent
• Series 7 and 66 will be required before commencing role
• deep knowledge with private markets, direct investments and/or co-investments
• experience with sales coverage and/or distribution with sophisticated institutional investors
• understanding of various investment structures, including preferred equity, limited partnerships, special purpose vehicles, etc. and the investment risks and considerations for each
• ability to evaluate an underlying asset and related terms of an investment in that asset, including valuation, cash flows, fees, duration, liquidity options, exit plan, expected returns, etc.
• methodical, concise and accurate work style, with a strong attention to detail and the ability to analyze product risk and regulatory issues
• collaborative team member with analytical, problem-solving, communication and interpersonal skills

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.

Salary information

US Only: The expected salary range for this role is $120000 to $140000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.

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.