UBS
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Client Associate
role at
UBS
Overview We’re looking for a Wealth Strategy Associate to:
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
Salary Information San Diego: the salary range for this role is $60,000 to $70,000.
Job Type Full Time
Location Houston, San Diego
Team You’ll be working as part of Global Wealth Management Americas.
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
Bilingual Spanish required
About Us 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.
Foundation We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves.
Join us We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Equal Opportunity 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.
Referrals increase your chances of interviewing at UBS by 2x
Get notified about new Client Associate jobs in
San Diego, TX .
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Client Associate
role at
UBS
Overview We’re looking for a Wealth Strategy Associate to:
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
Salary Information San Diego: the salary range for this role is $60,000 to $70,000.
Job Type Full Time
Location Houston, San Diego
Team You’ll be working as part of Global Wealth Management Americas.
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
Bilingual Spanish required
About Us 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.
Foundation We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves.
Join us We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Equal Opportunity 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.
Referrals increase your chances of interviewing at UBS by 2x
Get notified about new Client Associate jobs in
San Diego, TX .
#J-18808-Ljbffr