Are you truly service oriented? Do you know how to take care of people? Does financial data excite you?

We’re looking for a Wealth Management Associate to:

• assist financial advisors in providing analytic information
• help 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, help with the preparation of
reports and other materials for client meetings. Keep management systems up-to-date
with client information

Job Reference #

304271BR

City

Philadelphia

Job Type

Full Time

Your team

You’ll be working with a seasoned and fast growing fast Private Wealth Team in the Philadelphia office. The team helps ultra-high net worth individuals and families meet their financial goals through delivering customized capabilities and solutions.

Your expertise

•Ideally a year of working experience, with an interest in the finance sector
•Bachelor's/master`s degree or equivalent
•Excellent communicator, with top-notch interpersonal skills
•Analytical and logical (you can solve problems like nobody’s business)
•Strong excel knowledge and proficient in Microsoft office
•Highly collaborative and a team player
•Willing to get your series 7 and 66 licenses

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.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

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?

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.