UBS Financial Services Senior Wealth Management Associate in New York, New York

Your role:

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

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

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

•\tdevelop customized asset allocation strategies and investment solutions for clients

•\tprovide support for client relationship building and business development activities

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

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

Senior Wealth Management Associate


New York

Job Type:

Full Time

Country / State:

United States - New York

Function Category:


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. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. As a Senior Wealth Management Associate, you’ll play an important role in client relationship building and business development.

Your expertise:

•\tseries 7 and 66 licenses (for registered CSAs only)

•\tideally 3years of experience in client service, within the finance sector

•\tbachelor degree or equivalent, focusing on finance, business administration, accounting or law preferred

•\texcellent communicator, with top-notch interpersonal skills

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

•\tdynamic and flexible team player

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?

Your colleagues:

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.

Job Reference #: 186982BR

Business Divisions: Global Wealth Management