Senior Wealth Strategy Associate

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.

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.

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 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.