Senior Wealth Strategy Associate

Your role

We're looking for a Senior Wealth Strategy Associate to:

• 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
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marketing materials

Your team

You'll be working as part of a Wealth Management team in the Carmel Valley office. We help high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.

Your expertise

• Ideally 5+ years of industry experience in the finance sector
• Ideally 2+ years of experience leading client relationships
• FINRA Series 7 & 66 required
• CFP designation is a huge plus, but not required
• Bachelor's degree preferred - focusing on Finance or Economics
• Excellent communicator, with solid interpersonal skills
• Skilled at developing wealth management strategies
• Detail oriented (nothing gets past you)
• Proficient 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.com/careers.

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, wherever 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're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.