• 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

Job Reference #

318311BR

City

Houston

Job Type

Full Time

Your team

You’ll be working with a Houston team within Wealth Management Americas. 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.

Your expertise

• series 7 and 66 licenses (expected to be gained)
• bachelor's or master`s degree or equivalent, focusing on finance
• excellent communicator, with top-notch interpersonal skills
• analytical and logical (you can solve problems like nobody’s business)
• team player

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.