Senior Wealth Strategy Associate

Your role

Do you have the knowledge, ambition and experience to drive the business development of our client base? Can you build collaborative relationships with internal business partners to deliver solutions and identify new business opportunities?

We're looking for a Wealth Strategy Associate to:

• build important relationships with those inside the firm as well as with partners outside of UBS to better meet client investment needs
• proactively identify new business opportunities from our existing and prospective clients
• coordinate and manage the team's business development efforts by creating and implementing a strategic client book development plan
• work closely with teammates, as well as with clients to solve complex problems and develop creative solutions for client portfolios

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.

Your team

You'll be working as part of Wealth Management Americas in the San Francisco, CA Private Wealth Management office. You will join a five-person team that manages assets for high-net-worth individuals (in excess of $10 million). The two principals are part of a select group of experienced professionals that work with a limited clientele, helping to craft customized, comprehensive wealth management plans. They act as "Chief Investment Officers" for clients, providing a variety of services including: asset allocation and portfolio strategy, investment advisory services (cash, fixed income and equity management), alternative investments (private equity, private real estate, hedge funds, opportunistic vehicles), access to credit, and wealth advisory services (including trust, estate and philanthropic planning). As a Wealth Strategy Associate, you'll play an important role in the development of the team's unique business.

Your expertise

• analytical background with desire to learn about financial markets
• excellent interpersonal and communication skills
• detail-oriented and ability to multi-task
• ideally 1-3+ years of professional experience preferred
• demonstrated creativity in solving problems as well as excellent analytical and organizational skills

About us

UBS is the world's largest and 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.

With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

How we hire

This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html