Senior Wealth Strategy Associate

City

New York

Job Type

Full Time

Country / State

United States - New York

Function Category

Business development, Business management, administration and support, Client advisory / Relationship management, Finance, Management and Business Support, Portfolio and fund management

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'll be working with one of our PWM teams in New York City.

Your expertise

• ideally 5-7 years of previous work experience within the financial sector
• bachelor's degree or equivalent, CPA designation or JD preferred
• methodical and accurate team player with good analytical and numerical skills
• help with the preparation of reports and other materials for client meetings
• excellent communicator, with top-notch interpersonal skills and great presentation skills
• proven track record in finding solutions for clients
• great at building networks and connections (people want to know you)
• extremely organized, with great planning skills and efficient time management
• total comp package includes additional compensation commiserate with experience

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 $85000 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.