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 estate planning, wealth transfer and philanthropic planning
• support a client facing Senior Wealth Strategist, primarily by preparing reviews and analysis of clients’ estate plan and balance sheet and performing research on various estate planning issues.