Senior Wealth Strategy Associate

City

San Francisco

Job Type

Full Time

Country / State

United States - California

Function Category

Finance

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 we’re 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.

Your team

You will join a four-person team that manages assets for ultra-high-net-worth individuals (greater than $10 million). Two principals are part of a select group of experienced professionals that work with a limited clientele; helping craft customized, comprehensive wealth management plans. They act as “Chief Investment Officers” for clients, providing a variety of services including: asset allocation and portfolio strategy, investment advisory services (cash, fixed income and equity management), alternative investments (private equity, private real estate, hedge funds, opportunistic vehicles), access to credit, and wealth advisory services (including trust, estate and philanthropic planning). The business model leverages the financial strength of an integrated global powerhouse with comprehensive wealth management advisory and asset management services delivered in the context of a high-touch, client-focused investment boutique.

Your expertise

• Demonstrated creativity in solving problems as well as excellent analytical and organizational skills, detail orientation, a proficiency in multi-tasking, and a desire to learn about financial markets.
• Must enjoy building long-term relationships, be a self-starter, entrepreneurial, and possess a strong work ethic.
• Strong interpersonal communication skills, energetic, enthusiastic, and ability to thrive in a collegial, team environment where professionals work hard but also have fun.
• Three to five years of professional experience preferred.
• Minimum commitment is three years; position provides excellent training in how to operate and manage a growing business along with experience in real world financial applications. Perfect training ground for pre-MBAs and those interested in pursuing their CFA, CIMA or other professional designation.

About us

UBS is the world’s 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

Salary information

US Only: The expected salary range for this role is $66500 to $85000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.