UBS
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Wealth Strategy Associate
role at
UBS .
Posted 5 days ago. Be among the first 25 applicants.
Responsibilities
Assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals.
Develop customized asset allocation strategies and investment solutions for clients.
Provide support for client relationship building and onboarding.
Perform business analytics as needed to support financial advisors in the growth of the business.
Analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change.
Qualifications
Series 7 and 66 licenses.
Ideally 2-3 years of experience in client service within the finance sector.
Bachelor’s degree or equivalent, focusing on Finance or Economics.
Excellent communicator, with top‑notch interpersonal skills.
Analytical and logical thinking.
Bilingual Spanish required.
Salary Information San Diego: $55,000 – $70,000 (salary range).
Role may also be eligible for discretionary incentive compensation. For benefits information, visit ubs.com/usbenefits.
Job Details Job Type: Full Time
Job Reference #: 331985BR
City: San Diego
Your team: Global Wealth Management Americas – working with high net worth and ultra‑high net worth individuals and families.
Seniority level: Not Applicable
Employment type: Full-time
Job function: Other
Industries: Banking, Financial Services, and Investment Banking
Equal Opportunity Statement UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Additional Information We’re committed to disability inclusion and, if you need reasonable accommodation or adjustments throughout our recruitment process, you can always contact us.
About UBS UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
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Wealth Strategy Associate
role at
UBS .
Posted 5 days ago. Be among the first 25 applicants.
Responsibilities
Assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals.
Develop customized asset allocation strategies and investment solutions for clients.
Provide support for client relationship building and onboarding.
Perform business analytics as needed to support financial advisors in the growth of the business.
Analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change.
Qualifications
Series 7 and 66 licenses.
Ideally 2-3 years of experience in client service within the finance sector.
Bachelor’s degree or equivalent, focusing on Finance or Economics.
Excellent communicator, with top‑notch interpersonal skills.
Analytical and logical thinking.
Bilingual Spanish required.
Salary Information San Diego: $55,000 – $70,000 (salary range).
Role may also be eligible for discretionary incentive compensation. For benefits information, visit ubs.com/usbenefits.
Job Details Job Type: Full Time
Job Reference #: 331985BR
City: San Diego
Your team: Global Wealth Management Americas – working with high net worth and ultra‑high net worth individuals and families.
Seniority level: Not Applicable
Employment type: Full-time
Job function: Other
Industries: Banking, Financial Services, and Investment Banking
Equal Opportunity Statement UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Additional Information We’re committed to disability inclusion and, if you need reasonable accommodation or adjustments throughout our recruitment process, you can always contact us.
About UBS UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
#J-18808-Ljbffr