Wealth Strategy Associate

Wealth Strategy Associate United States - District of Columbia Finance Global Wealth Management Job Reference # 334873BR City Washington Job Type Full Time Your role Are you ready to join a true best-in-class Private Wealth Management Team (one of the top 50 within the firm)? Are you a recognized A-Player with a desire for greater responsibilities and thepensation to go with it? Are you in the upward growth and results curve of your career? Do you have thepelling drive to master portfolio management and the mechanics of investing? Do spreadsheets, balance sheets and financial reports speak to you in a special language? We're looking for a Wealth Strategy Associate to:

• execute equity and fixed ie trades regularly
• manage structured products and alternative investments processes
• perform investment due diligence, including quarterly calls with key portfolio managers
• assist financial advisors in preparing for client conversations
• prepare performance reports and other materials for clients
• perform business analytics as needed to support financial advisors in the growth of the business
• manage several tasks in a fast-paced environment, while delivering accurate and timely results
• municate and represent our team brand to ultra-high net worth clients of varying levels of sophistication In addition to the base salary, the role is eligible for potential supplementalpensation and bonuses 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 prioritizepetence, care, initiative, creativity, andmunication. Your expertise

• series 7 and 66 licenses
• ideally 3-5 years of experience of client reporting, market research and daily trading
• bachelor's degree or equivalent, focused on finance or economics
• 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 a leading and truly global wealth manager and the leading universal bank in Switzerland.

We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs/careers. How we hire We may request you toplete one or more assessments during the application process. Learn more Salary information The indicative gross base salary range as a full-time equivalent role:

• United States - District of Columbia - Washington D.

C. min

USD 85000

to max 120000/annum The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range ofpetitive benefits and for further information, please visit ubs/employee-benefits. We may, at our sole discretion, provide additional variablepensation or awards. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wver they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We'remitted to disability inclusion and if you need reasonable amodation/adjustments throughout our recruitment process, you can always contact us. 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.