Wealth Strategy Associate

United States

• California
  Business management, administration and support
  Global Wealth Management
  Job Reference #
  343432BR
  City
  Brea
  Job Type
  Full Time
  Key responsibilities
  Are you truly service oriented? Do you know how to take care of people?
  We're looking for a Wealth Strategy Associate to:
  
• assist financial advisors in client conversations, providing analytic information and aiming to understand the client's goals
  
• develop customized asset allocation strategies and investment solutions for clients
  
• provide support for client relationship building and business development activities
  
• perform business analytics as needed to support financial advisors in the growth of the business
  
• analyze and interpret portfolio performance reviews and make rmendations to financial advisors for potential change
  The team
  You will be working in the Financial Services team in Brea and Pasadena.

Your working location will be based in Brea, CA. We help high net worth and ultra-high net worth individuals and families meet their financial goals through Financial Advisors who deliver products and services specifically designed for them.

Your skills and experience

• SIE, Series 7 and 66 licenses
  
• ideally 3-5 years of experience in client service, within the finance sector
  
• bachelor's or master`s degree or equivalent, focusing on finance
  
• excellentmunicator, with solid interpersonal skills
  
• detail oriented (nothing gets past you)
  
• proficient in Microsoft Office Suite
  
• mandarin is a plus
  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

This role requires an assessment on application. Learn more about how we hire: ubs/global/en/careers/experienced-professionals

Salary information

The indicative gross base salary range as a full-time equivalent role:

• United States
• California
• Brea min

USD 70000

• max

USD 95000

/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.