Wealth Management Americas Attorney
Posted on: 22 Apr 2021
Nashville, TN
Job Description
Your role
Do you have experience with trust and estates matters? Do you know how to think outside the box and work together with branch management to meet the needs of clients?
We’re looking for an attorney who can:
• advise business management on legal issues pertaining to client accounts, such as deceased account owner issues, beneficiary disputes, guardianship matters, and powers of attorneys.
• analyze firm and client documents associated with client accounts
• work with branch personnel and third parties to resolve issues
Your team
You’ll be working with the Field Legal Advisory Group in Nashville. We partner with lawyers and paralegals located in Nashville and New York, as well as financial advisors and branch management throughout the country to provide consistent, timely and thoughtful advice to support the business.
Your expertise
• at least three years' experience as an attorney either in a law firm or in-house
• a law degree and are admitted to practice law in the U.S. (or ability to obtain admission)
• sound critical thinking and decision making skills and are comfortable advising all levels of management
• ability to work independently
• background in financial services or trusts and estates matters strongly preferred
• proactive, well-organized and detail-oriented
• a good communicator with excellent analytical skills
• able to build relationships with coworkers in local and remotely located offices
• a team player, self-starter and capable of working under tight deadlines
• a disciplined person who follows up and can manage multiple tasks simultaneously
UBS Group AG
New York, New York
UBS Group AG, together with its subsidiaries, provides financial advice and solutions to private, institutional and corporate client worldwide. It operates through four divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Bank. The Global Wealth Management division offers investment advisory and solutions to private clients, and high and ultra high net worth clients. This segment provides corporate and banking, lending, wealth planning, investing, lending, asset protection, and philanthropy services, as well as family office services.
The Personal & Corporate Banking division provides financial products and services to private, corporate, and institutional clients. The Asset Management division offers investment products and services comprising equities, fixed income products, hedge funds, real estate and private markets, indexed and alternative beta strategies, and asset allocation and currency investment strategies; customized multi-asset, advisory, and fiduciary services; multi-manager hedge fund solutions and advisory services; and fund corporate governance and white-labeling services.
The Investment Bank division provides advisory, debt and equity capital market, and financing solutions; and market lending services for global wealth management, personal and corporate banking, and asset management businesses serving the corporate, institutional, and wealth management clients. This division also offers cash, derivatives, and financing; foreign exchange, precious metals, rates, and credit; and securities research services. The company was formerly known as UBS AG and changed its name to UBS Group AG in December 2014. UBS Group AG was founded in 1862 and is headquartered in Zurich, Switzerland.
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IndustryBanking/Financial Services
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No. of Employees69,437
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Website
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Jobs Posted172
