Senior Wealth Strategy Associate
Job Reference #
310334BR
Job Type
Full Time
Your role
Were 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 investments 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
Detailed salary information:
Bethesda: the salary range for this role is $75000 to $110000
Washington: the salary range for this role is $85000 to $130000
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 ubs.com/usbenefits .
Your team
Youll be working with an established and dynamic five-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.
Your expertise
series 7 and 66 licenses
7+ years of experience of client reporting, market research and daily trading
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 nobodys business)
experience working across trading platforms
skilled at developing wealth management strategies
high proficiency in Microsoft Office Suite
About Us
UBS is the worlds largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..
We have a presence in all major financial centers in more than 50 countries.
How We Hire
We may request you to complete one or more assessments during the application process. Learn more
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together were more than ourselves. Ready to be part of #teamUBS and make an impact?
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.
Salary Information
US Only: The expected salary range for this role is $75000 to $130000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.
Apply Now
310334BR
Job Type
Full Time
Your role
Were 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 investments 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
Detailed salary information:
Bethesda: the salary range for this role is $75000 to $110000
Washington: the salary range for this role is $85000 to $130000
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 ubs.com/usbenefits .
Your team
Youll be working with an established and dynamic five-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.
Your expertise
series 7 and 66 licenses
7+ years of experience of client reporting, market research and daily trading
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 nobodys business)
experience working across trading platforms
skilled at developing wealth management strategies
high proficiency in Microsoft Office Suite
About Us
UBS is the worlds largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..
We have a presence in all major financial centers in more than 50 countries.
How We Hire
We may request you to complete one or more assessments during the application process. Learn more
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together were more than ourselves. Ready to be part of #teamUBS and make an impact?
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.
Salary Information
US Only: The expected salary range for this role is $75000 to $130000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.
Apply Now