United States - California

Business management, administration and support

Global Wealth Management

Job Reference #

295995BR

City

San Francisco

Job Type

Full Time

Your role

Are you skilled at developing wealth management strategies? Does financial data excite you?

We’re looking for a Senior Wealth Strategy Associate to:

• Identify compelling investment opportunities and articulate a coherent and persuasive reason to invest
• Anticipate how different investments will perform in varying macroeconomic environments
• Assist financial advisors in client presentations, providing analytic information and aiming to understand the client’s goals
• Develop customized asset allocation strategies and investment solutions for clients
• Analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change
• Perform business analytics as needed to support financial advisors in the growth of the business

Your team

You’ll be working as part of Wealth Management Americas. We help ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. As a SWSA, you’ll play an important role in a top international wealth management team.

Your expertise

-Series 7 and 66 licenses
-CFA preferred
-Ideally 7+ years of experience within the finance sector
-Master’s degree
-Analytical and logical (you can solve problems like nobody’s business)
-Team player

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.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Salary information

CA, CO, WA and NY based roles: The salary range for this role is $68,000 to $75,000 based on experience, education, and skill level. This role may be eligible for discretionary incentive compensation. For benefits information: ubs.com/usbenefits.

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?

Disclaimer / Policy statements

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.