Our new Wealth Strategy Associate will play a significant role in our client’s financial and planning needs. This role involves working directly with the Financial Advisors and team associates to prepare client reviews, investment strategy implementation, and client relationship management. The ideal candidate will possess strong analytical skills, excellent communication abilities, and a client-first mindset.
Role:
• Opportunity to experience a diverse team in PWM, learning how to meet the needs of high-net-worth clients
• Facilitate the client meeting process by helping the FAs prepare for meetings
• Prepare customized reports and presentations for upcoming meetings
• Analyze and interpret portfolios and performance reports
• Support the service model and client meeting process
• Provide technical assistance to clients in navigating online services, financial tools, and digital banking platforms, ensuring a smooth and user-friendly experience
• Maintain accurate client records and documentation in compliance with regulatory standards
• Build an understanding of our industry, culture and strategy
• Work on strategic projects that have real impact on clients
• Perform administrative tasks to support the FAs day to day business

Detailed salary information:
• New York: the salary range for this role is $75000 to $98000
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.

Job Reference #

329119BR

City

New York

Job Type

Full Time

Your team

Ridge Crest Investment Partners is a highly functioning, experienced Private Wealth Management team at UBS that strives for world-class service. We serve individual and institutional clients, advising in all areas of wealth planning and investment management. We are seeking an associate to serve as an integral member of our team by supporting our client service and business development functions.

Your expertise

Series 7 and 66 licenses
• 2+ years of experience in wealth management, financial planning, or a related field
• Highly skilled in Microsoft Excel, Word and PowerPoint Proficiency, Adobe Acrobat
• Strong understanding of investment products, financial planning concepts, and regulatory requirements
• Ability to manage multiple priorities in a fast-paced environment
• Your extracurricular, internship, and academic experience demonstrates good judgment, effective leadership skills, and a strong work ethic

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

Salary information

US Only: The expected salary range for this role is $75000 to $98000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.

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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.