Direct Investments Group – Product Specialist
UBS
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.
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.
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