Senior Wealth Strategy Associate

Your role

Are you ready to join a true best-in-class Private Wealth Management Team (one of the top 50 within the firm)? Are you a recognized A-Player with a desire for greater responsibilities and the compensation to go with it? Are you in the upward growth and results curve of your career? Do you have the compelling drive to master portfolio management and the mechanics of investing?

Do spreadsheets, balance sheets and financial reports speak to you in a special language?

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

• develop customized asset allocation strategies and investment solutions with financial advisors
• analyze portfolio performance and recommend potential changes to financial advisors
• execute equity and fixed income trades regularly
• manage structured products and alternative investment processes
• perform investment due diligence, including quarterly calls with key portfolio managers
• communicate and represent our team brand to ultra-high net worth clients of varying levels of sophistication
• participate in client conversations with financial advisors
• act as primary relationship manager for select clients
• prepare performance reports and other materials for clients
• manage several tasks in a fast-paced environment, while delivering accurate and timely results
• provide coaching support to junior team and contribute to their performance evaluation

In addition to the base salary, the role is eligible for potential supplemental compensation and bonuses.

Detailed salary information:

• Washington: the salary range for this role is $100000 to $140000

The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit

Full Time

334877

Washington

You’ll be working with an established and dynamic four-person Private Wealth Management team in the UBS Bethesda, MD office. Our culture blends close-knit with high performance to create growth-focused results within a challenging and rewarding work environment. Our team values prioritize competence, care, initiative, creativity, and communication.

• Series 7 and 66 licenses
• Ideally 7+ years of experience of client reporting, market research and daily trading
• Ideally 2+ years of experience leading client relationships
• Bachelor's degree or equivalent, focused on finance or economics
• CFA designation (Levels I, II or III) is a huge plus, but not required
• Detail oriented (nothing gets past you)
• Analytical and logical (you can solve problems like nobody’s business)
• Experience working across trading platforms
• Skilled at developing wealth management strategies
• High proficiency in Microsoft Office Suite

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

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.

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.