Senior Wealth Strategy Associate

UBS San Francisco , CA 94118

Posted 2 months ago

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

We're a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now.

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

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?

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Senior Wealth Strategy Associate