Wealth Strategy Associate

Wealth Strategy Associate

Join UBS as a Wealth Strategy Associate and help high‐net‑worth individuals grow and protect their wealth.

• Assist financial advisors in client conversations by providing analytic information and aiming to understand each client’s goals.
• Develop customized asset allocation strategies and investment solutions tailored to client needs.
• Support client relationship building and business development activities.
• Perform business analytics to help advisors grow their advisory business.
• Analyze and interpret portfolio performance reviews and recommend potential changes to advisors.

• Series 7 and 66 licenses (for registered CSAs only).
• Ideally 3–5 years of experience in client service within the finance sector.
• Bachelor’s or master’s degree (or equivalent) focusing on finance.
• Excellent communicator with top‑notch interpersonal skills.
• Analytical and logical, able to solve problems efficiently.
• Team player who thrives in a collaborative environment.

UBS is a leading, truly global wealth manager and the leading universal bank headquartered in Zurich, Switzerland. We provide diversified asset management solutions and focused investment banking capabilities across more than 50 markets worldwide.

At UBS, we value diverse skills, experiences, and backgrounds. We offer new challenges, a supportive team, career growth opportunities, and flexible working options when possible. We are committed to disability inclusion; please contact us for reasonable accommodation throughout the recruitment process.

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.