Senior Wealth Strategy Associate

Job Reference #

333552

Houston, Miami, New York

Full Time

We’re looking for a Senior Wealth Strategy Associate to:

• Assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals.
• Demonstrate a deep understanding of financial markets with the ability to provide a holistic view of client’s needs.
• 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.
• Manage risk by actively engaging clients, including KYC procedures and conducting account reviews.

Detailed salary information:

• New York: salary range $85,000 to $115,000.
• Other locations may vary based on location, experience, and qualifications.
• Role may also be eligible for discretionary incentive compensation.

You’ll be working as part of 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.

• Series 7 and 66 licenses.
• Ideally 5 years of experience in client service within the finance sector.
• Bachelor’s degree in a related field or equivalent experience.
• Excellent communication and top‑notch interpersonal skills.
• Analytical and logical mindset.
• Team player.
• Fluent Spanish required.

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, UBS is present in more than 50 markets worldwide.

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

US only:
The expected salary range for this role is $85,000 to $115,000 based on factors including, but not limited to, experience, qualifications, education, location, and skill level.

At UBS, we value our people and foster a collaborative culture that encourages growth and flexible working options when possible. We are committed to disability inclusion and provide reasonable accommodation throughout the recruitment process.

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.