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Senior Wealth Strategy Associate

New York, NY, USA | UBS

  • Industry:
    Financial Services
  • Position Type:
    Full-Time
  • Functions:
    Strategy
    Project Management
  • Experience:
Job Description:
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our role


Are you skilled at developing wealth management strategies? Does financial data excite you?



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 recommendations to financial advisors for potential change


Your team


You’ll be working as part of Wealth Management Americas. 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 expertise


• composed with strong presentation skills

• ideally 0-3 years of experience in private banking or wealth management

• bachelors degree, MBA or equivalent is preferred, with a focus in business development, sales, finance, economics or related disciplines

• methodical, concise and accurate work style with a strong attention to detail and the ability to analyze product risk and regulatory issues

• collaborative team member with analytical, problem solving, communication and interpersonal skills


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