Senior Wealth Strategy Associate

Job Reference #
310334BR

Job Type
Full Time

Your role
We’re 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
You’ll 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 nobody’s business)
• experience working across trading platforms
• skilled at developing wealth management strategies
• high proficiency in Microsoft Office Suite

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

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.

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.

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