Wealth Management Advisory Attorney

4 weeks ago

Nashville, United States UBS Full time

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
* coordinate with branch personnel and third parties to resolve issues

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?

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 and as a team player to meet tight deadlines
* background in financial services or trusts and estates matters strongly preferred
* proactive, well-organized and detail-oriented
* a good communicator with excellent analytical skills
* ability to build relationships with coworkers in local and remotely located offices

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.

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