United States - California

Business management, administration and support, Portfolio and fund management

Global Wealth Management

Your role

Are you analytical and detail oriented? Do you enjoy working with data and supporting client relationships?


We’re looking for a Client Associate to:

• Support the preparation of reports, presentations, and materials for client meetings
• Conduct basic research and analysis to support investment strategies and client discussions
• Assist in monitoring portfolios and tracking performance
• Be responsible for implementing investment actions in client portfolios

Job Reference #

339543BR

City

San Francisco

Job Type

Full Time

Your team

You’ll be working as part of Private Wealth Management Americas. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.

Your expertise

• Series 7 and 66 licenses preferred
• Bachelor’s degree preferred
• Professional or academic experience in finance, research, or analytical roles
• Strong analytical skills with attention to detail
• Proficiency in Microsoft Office Suite, especially Excel and PowerPoint
• Excellent communication and interpersonal skills
• Ability to work collaboratively in a fast paced environment
• Skilled at time management and prioritizing various responsibilities

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

Salary information

The indicative gross base salary range as a full-time equivalent role:
• United States - California - San Francisco min USD 72500 - max USD 80000 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

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.