Houston Wealth Strategy Lead UHNW Clients
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-03-01
Listing for:
UBS
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant, Portfolio Manager
Job Description & How to Apply Below
A leading global wealth manager in Houston is seeking a Wealth Management Analyst to develop investment solutions and manage client relationships. The ideal candidate has over 5 years of experience in client reporting and trading. You will analyze portfolio performance, execute trades, and coach junior team members. This full-time role offers opportunities for professional growth within a collaborative environment. Applicants must hold a Bachelor's degree in finance or economics and relevant licenses.
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