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Client Associate

Job

UBS

Cincinnati, OH (In Person)

Full-Time

Posted 1 week ago (Updated 20 hours ago) • Actively hiring

Expires 7/6/2026

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Job Description

Client Associate United States - Ohio Business management, administration and support Global Wealth Management Job Reference # 338399BR City Cincinnati Job Type Full Time Your role UBS Financial Services is looking to hire an Investment Associate to join the portfolio management team of a large advisory group in our Cincinnati Market. This position will play an important role in implementing the team's equity and fixed ie strategies as a trader and as a member of the investmentmittee. Responsibilities include executing equity and fixed ie trades across all accounts, managing investment models on the UBS trading system, collaborating with financial advisory team members to ensure client assets are invested in line with investment objectives, and providing market updates to the investmentmittee. The ideal candidate blends a passion for investing and the financial markets with exceptionalanizational skills, attention to detail, and the drive to succeed in a fast-paced trading environment. Successful applicants will be trained on all necessary software programs and investment processes. Your team You will be working with a large team in Cincinnati, Ohio that services over 250 households with approximately $1 billion assets under management. Your expertise
  • Strong analytical andanizational skills.
  • Series 7 and 66 licenses (ormitment to earning them shortly after hire).
  • The ability to work under pressure and implementplex trading strategies under deadlines with a high level of attention to detail.
  • Excellentmunication skills and the ability to collaborate well on a team.
  • Goodmand of Microsoft Office andfort learning and using trading software.
  • Bachelor's degree, or equivalent, with a Finance focus 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 We may request you toplete one or more assessments during the application process. Learn more 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.