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MUFG Union Bank Senior Wealth Strategist, Director (Irvine, CA) in Irvine, California

Are you passionate about creating an exceptional client experience?

Discover your opportunity with Union Bank®, a division of the Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world. At Union Bank, we have our clients’ best interest in mind and draw on more than 160 years of experience to understand their distinct needs to tailor our solutions. We’re part of 180,000 colleagues around the globe striving to be the world’s most trusted financial group, knowing that trust starts with a culture of putting people first and empowering you to achieve your potential.

Join Union Bank, where being inspired is expected and creating results is rewarded.

Some MUFG roles require that individuals be fully vaccinated against COVID-19, subject to medical and/or religious exemptions, if applicable. Should you be selected for an interview, your recruiter will provide additional information.

Job Summary:

Responsible for managing and executing complex wealth planning engagements in the $5 to $100M segment to assist high net worth business owners, corporate executives, families and individuals meet their financial life goals.

Major Responsibilities:

The Senior Wealth Strategist will serve as a trusted advisor and builder of long-term relationships with the Bank's high net worth clientele. The Senior Wealth Strategist will also be responsible for building and cultivating strong relationships with external centers of influence (CPAs and attorneys) and representing the Wealth Planning group in the community.

Tasks include the following:

  • Participate in business development calls in conjunction with internal relationship managers.

  • Develop letters of engagements that define the scope, timeline, and deliverables of custom wealth plans.

  • Coordinate and effectively manage an advisory team of internal specialists and external professionals from wealth plan development through execution and monitoring for the most complex clients.

  • Oversee staff in constructing wealth plans; ensure quality control and accuracy.

  • Develop customized solutions in areas such as (but not limited to): Tax planning, business succession planning, equity risk management, stock option planning, investment planning, insurance planning, debt management, estate and charitable planning, and retirement planning.

Qualifications:

  • Typically requires a Bachelor Degree, with a graduate degree in tax or tax law, finance, or accounting preferred.

  • Some combination of JD, LL.M., CPA, CFP, or CFA certifications preferred.

  • 10+ years of direct work experience in sophisticated wealth planning activities required, with deep experience in tax, charitable and business succession planning preferred.

  • Work experience with financial planning software such as Emoney and MoneyGuide Pro preferred.

  • Ability to perform under tight deadlines and deliver results.

  • Project management experience required.

  • Must be detailed oriented with creative problem-solving abilities, good interpersonal skills, and be a team player.

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.

We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category.

Some MUFG roles require that individuals be fully vaccinated against COVID-19, subject to exemptions for medical or religious reasons, as well as any other reason required by applicable law or order. Should you be selected for an interview, your recruiter will provide additional information.

At Union Bank, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend some time reviewing them!

Our Culture Principles

  • Client Centric

  • People Focused

  • Listen Up. Speak Up.

  • Innovate & Simplify

  • Own & Execute

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