Senior Wealth Strategy Associate
Apply NowCompany: UBS
Location: San Francisco, CA 94112
Description:
Your role
Are you skilled at developing wealth management strategies? Does financial data excite you?
By the end of your training, you will be expected to perform most, if not all of the functions carried out by senior team members. As a partner you will leverage both communication and analytical skills and work closely with teammates and clients to solve problems. Some tasks may include: portfolio construction and rebalancing, trading, investment manager diligence and evaluation, performance reporting and attribution, preparation of presentation material, as well as developing meaningful client relationships. An important component of this role will be partnering with the team's strategic planning coordinator to assist in managing the business development effort.
Detailed salary information:
San Francisco: the salary range for this role is $85000 to $130000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
Your team
You will join a four-person team that manages assets for ultra-high-net-worth individuals (greater than $10 million). Two principals are part of a select group of experienced professionals that work with a limited clientele; helping craft customized, comprehensive wealth management plans. They act as "Chief Investment Officers" for clients, providing a variety of services including: asset allocation and portfolio strategy, investment advisory services (cash, fixed income and equity management), alternative investments (private equity, private real estate, hedge funds, opportunistic vehicles), access to credit, and wealth advisory services (including trust, estate and philanthropic planning). The business model leverages the financial strength of an integrated global powerhouse with comprehensive wealth management advisory and asset management services delivered in the context of a high-touch, client-focused investment boutique.
Your expertise
Demonstrated creativity in solving problems as well as excellent analytical and organizational skills, detail orientation, a proficiency in multi-tasking, and a desire to learn about financial markets.
Must enjoy building long-term relationships, be a self-starter, entrepreneurial, and possess a strong work ethic.
Strong interpersonal communication skills, energetic, enthusiastic, and ability to thrive in a collegial, team environment where professionals work hard but also have fun.
Three to five years of professional experience preferred.
Minimum commitment is three years; position provides excellent training in how to operate and manage a growing business along with experience in real world financial applications. Perfect training ground for pre-MBAs and those interested in pursuing their CFA, CIMA or other professional designation.
About us
UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..
We have a presence in all major financial centers in more than 50 countries.
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?
Are you skilled at developing wealth management strategies? Does financial data excite you?
By the end of your training, you will be expected to perform most, if not all of the functions carried out by senior team members. As a partner you will leverage both communication and analytical skills and work closely with teammates and clients to solve problems. Some tasks may include: portfolio construction and rebalancing, trading, investment manager diligence and evaluation, performance reporting and attribution, preparation of presentation material, as well as developing meaningful client relationships. An important component of this role will be partnering with the team's strategic planning coordinator to assist in managing the business development effort.
Detailed salary information:
San Francisco: the salary range for this role is $85000 to $130000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
Your team
You will join a four-person team that manages assets for ultra-high-net-worth individuals (greater than $10 million). Two principals are part of a select group of experienced professionals that work with a limited clientele; helping craft customized, comprehensive wealth management plans. They act as "Chief Investment Officers" for clients, providing a variety of services including: asset allocation and portfolio strategy, investment advisory services (cash, fixed income and equity management), alternative investments (private equity, private real estate, hedge funds, opportunistic vehicles), access to credit, and wealth advisory services (including trust, estate and philanthropic planning). The business model leverages the financial strength of an integrated global powerhouse with comprehensive wealth management advisory and asset management services delivered in the context of a high-touch, client-focused investment boutique.
Your expertise
Demonstrated creativity in solving problems as well as excellent analytical and organizational skills, detail orientation, a proficiency in multi-tasking, and a desire to learn about financial markets.
Must enjoy building long-term relationships, be a self-starter, entrepreneurial, and possess a strong work ethic.
Strong interpersonal communication skills, energetic, enthusiastic, and ability to thrive in a collegial, team environment where professionals work hard but also have fun.
Three to five years of professional experience preferred.
Minimum commitment is three years; position provides excellent training in how to operate and manage a growing business along with experience in real world financial applications. Perfect training ground for pre-MBAs and those interested in pursuing their CFA, CIMA or other professional designation.
About us
UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..
We have a presence in all major financial centers in more than 50 countries.
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?