Are you currently transitioning from the US Armed Services and seeking a training assignment in the Financial Services Industry?

UBS is seeking individuals like you to participate in our SkillBridge training program. Only transitioning services members approved for DOD SkillBridge will be considered

- Hybrid role serving in both administrative and analytical capacities.
- Prepare, analyze, and interpret portfolio performance reviews and make recommendations to financial advisors for potential change(s).
- Develop customized templates relevant to asset allocation studies, manager performance assessment, research, etc.
- Research investment solutions (managers, vehicles, etc.) and present to Financial Advisors in Investment Committee meetings. Prepare all materials for quarterly Investment Committee meetings.
- Provide support for business development initiatives, such as managing the team website, developing all customized pitchbook / case study material in collaboration with Financial Advisors, and managing Financial Advisor email marketing lists.
- Respond to Requests for Proposals.
- Develop relationships with clients, and necessary client communication skills, through administrative involvement / account servicing / responding to client requests.
- Improve team efficiency by creation of client-facing templates and decks.
- Proactively manage and prepare meeting materials / deliverables in accordance with Financial Advisors’ calendars.
- Assist with special projects, such as business development event planning and related brochures / ads, etc.

Job Reference #

317520BR

City

Houston

Job Type

Full Time

Your team

You’ll be working with a leading team within the Private Wealth Management Americas in Houston, TX. We serve high net worth and ultra-high net worth individuals and families to meet their financial goals through financial advisors who deliver products and services specifically tailored for them. We also serve as managers to institutional clients, such as private foundations and endowments.

Your expertise

- Bachelor’s degree or equivalent, preferable if analytical field of study (Finance, Accounting, Economics, etc.)
- Self-motivated. This is an entrepreneurial role with little to no direction on daily tasks / responsibilities.
- Excellent communicator, with top-notch interpersonal skills
- Team player with willingness to learn, grow, and receive feedback
- Willingness to serve as a ‘utility player’ and address client administrative needs to ensure exceptional client service
- Ideally Series 7 and 66 licensed, or ability to obtain within six months of hiring
- Preferred, but not required to have prior experience in client service within the financial services industry broadly
- Proficient in Microsoft Excel & Power Point
- A desire to pursue further accreditation, e.g., CFP™, CFA®, AWMA®, etc.

At UBS, we appreciate our Veterans and are committed to providing opportunities in Financial Services.

Only transitioning armed service members approved for DOD SkillBridge will be considered. During your SkillBridge assignment you will continue to be an active service member and shall not be an employee of UBS.

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 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. 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.

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.