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Wealth Management: -Touch Registered Client Associate
Job in
Raleigh, Wake County, North Carolina, 27601, USA
Listed on 2026-02-01
Listing for:
UBS
Full Time
position Listed on 2026-02-01
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
A leading global wealth manager is seeking a Registered Client Associate to join the Private Wealth Management team in Raleigh. The role involves acting as a relationship manager to high-net-worth clients, ensuring exceptional service, managing client onboarding, and maintaining accurate records. Ideal candidates should possess FINRA Series 7 and 66 licenses, with at least 5 years’ experience in client service, demonstrating strong communication and organizational skills.
This full-time role emphasizes collaboration and personal connections within the team.
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Position Requirements
10+ Years
work experience
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