UBS

Senior Wealth Strategy Associate

UBS • $90K — $130K *
Westlake Village, CA 91361In-Person
Finance & Insurance
5 - 7 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • 7+ years of professional experience in wealth management or related field preferred
  • Excellent interpersonal and communication skills
  • Detail-oriented with strong multitasking ability
  • Demonstrated problem-solving creativity
  • Strong analytical and organizational skills

Responsibilities

  • Build and nurture relationships within the firm and with external partners to enhance client investment solutions
  • Proactively identify and pursue new business opportunities from existing and prospective clients
  • Create and implement a strategic client book development plan to drive business growth
  • Coordinate and manage the team's business development activities
  • Collaborate with team members and clients to develop innovative solutions for complex investment challenges

Benefits

  • Work in a select team of experienced professionals
  • Engage directly with a limited clientele for personalized service
  • Opportunity to influence and drive business development initiatives
  • Access to resources for crafting customized wealth management plans
Full Job Description
Your role

Do you have the knowledge, ambition and experience to
drive the business development of our client base? Can
you build collaborative relationships with internal business partners to deliver solutions and identify new business opportunities?
We're looking for a Wealth Strategy Associate to:
• build important relationships with those inside the fi rm
as well as with partners outside of UBS to better meet
client investment needs.
• proactively identify new business opportunities from our
existing and prospective clients
• coordinate and manage the team's business
development eff orts by creating and implementing a
strategic client book development plan
• work closely with teammates, as well as with clients to
solve complex problems and develop creative solutions for client portfolios.

Your team

You will be working as part of Wealth Management Americas in Westlake Village, CA. The two principals are part of a select group of experienced professionals that work with a limited clientele, helping to craft customized, comprehensive
wealth management plans

Your expertise
• excellent interpersonal and communication skills
• detail-oriented and ability to multi-task
• ideally 7+ years of professional experience preferred
• demonstrated creativity in solving problems as well as excellent analytical and organizational skills

About UBS

UBS Group AG is a Swiss multinational investment bank and financial services company founded in 1862 and headquartered in Zurich, Switzerland. UBS is one of the largest and most respected financial institutions in the world, with a presence in over 50 countries. The company offers a wide range of financial services to its clients, including wealth management, investment banking, asset management, and retail banking. UBS is committed to providing its clients with innovative and effective financial solutions that meet their unique needs and goals.
Learn more about UBS
Size
71,697 employees
Market Cap
$64.8 billion
Industry
Finance & Insurance
Founded
1854
5 Year Trend
-6.5%
NASDAQ
UBS
* Ladders Estimates

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