United States - California

Business management, administration and support

Global Wealth Management

Your role

- Provide administrative and operational support to a team of Wealth Management Advisors (WMAs) to assist with the day-to-day management of client service and business activities.

- Participate in presentations, meetings, and training sessions led by Wealth Management leadership to gain an understanding of the firm’s industry position, organizational culture, and strategic priorities.

- Develop foundational knowledge of investment products, services, and solutions through participation in internal training programs and presentations from external partners.

- Assist with marketing and business development initiatives, including the planning and coordination of team marketing events and the preparation of marketing materials.

- Support the operations of an entrepreneurial wealth management practice by assisting with business processes, organization, and project-based initiatives.

- Gain practical, hands-on experience in a professional financial services environment while developing core skills such as communication, organization, and teamwork.

Job Reference #

336600BR

City

San Diego

Job Type

Full Time

Your team

You’ll be working within a WMA branch office in San Diego California where we provide advice-based solutions. Our financial advisors deliver a fully integrated set of products and services specifically designed to address the needs of ultra-high net worth and high-net worth individuals and families.

Your expertise

- Analyze a problem, produce ideas, and come to a decision.
- Take ownership, be organized, and can execute.
- Be detail-oriented and can stick with a task and follow instructions.
- Communicate well and work within a team.
- Show good judgement.

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.
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. Want to find out more? Visit ubs.com/careers.

How we hire

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

Salary information

The indicative gross base salary for this role is USD 20 /hour.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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.