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UBS Financial Services Wealth Strategy Associate in Century City, California

Wealth Strategy Associate

United States - California

Client advisory / Relationship management, Finance

Global Wealth Management

Job Reference #:



Century City

Job Type:

Full Time

Your role:

Are you skilled at developing wealth management strategies? Does financial data excite you?

We’re looking for a Wealth Strategy Associate to:

•assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals

•develop customized asset allocation strategies and investment solutions for clients

•provide support for client relationship building and business development activities

•perform business analytics as needed to support financial advisors in the growth of the business

•analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change

A Wealth Strategy Associate provides support to the branch team in the development of wealth management strategies and marketing efforts.

Your team:

You will be joining a team who services Ultra High Net Worth clientele, corporations.

Your expertise:

•excellent communicator, with top-notch interpersonal skills

•analytical and logical (you can solve problems like nobody’s business)

•highly motivated individual who has experience with Equity Compensation,

•has a can-do attitude who is willing to help where needed

•able to handle demands individually as well as in a team atmosphere

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?

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.

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.