Senior Wealth Strategy Associate

Job Reference #

314101

City

San Francisco

Job Type

Full Time

Are you skilled at developing wealth management strategies? Does financial data excite you? By the end of your training, you will be expected to perform most, if not all of the functions carried out by senior team members. As a partner you will leverage both communication and analytical skills and work closely with teammates and clients to solve problems. Some tasks may include: portfolio construction and rebalancing, trading, investment manager diligence and evaluation, performance reporting and attribution, preparation of presentation material, as well as developing meaningful client relationships.

An important component of this role will be partnering with the team’s strategic planning coordinator to assist in managing the business development effort.

Detailed salary information:

• San Francisco: the salary range for this role is $85000 to $130000

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

You will join a four-person team that manages assets for ultra-high-net-worth individuals (greater than $10 million). Two principals are part of a select group of experienced professionals that work with a limited clientele; helping craft customized, comprehensive wealth management plans. They act as “Chief Investment Officers” for clients, providing a variety of services including: asset allocation and portfolio strategy, investment advisory services (cash, fixed income and equity management), alternative investments (private equity, private real estate, hedge funds, opportunistic vehicles), access to credit, and wealth advisory services (including trust, estate and philanthropic planning).

The business model leverages the financial strength of an integrated global powerhouse with comprehensive wealth management advisory and asset management services delivered in the context of a high-touch, client-focused investment boutique.

• Demonstrated creativity in solving problems as well as excellent analytical and organizational skills, detail orientation, a proficiency in multi-tasking, and a desire to learn about financial markets.
• Enjoy building long-term relationships, be a self-starter, entrepreneurial, and possess a strong work ethic.
• Strong interpersonal communication skills, enthusiastic, and ability to thrive in a collegial, team environment where professionals work hard but also have fun.
• Ideally 3+ years of professional experience preferred.
• Position provides excellent training in how to operate and manage a growing business along with experience in real world financial applications. Perfect training ground for pre-MBAs and those interested in pursuing their CFA, CIMA or other professional designation.

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

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

US Only:
The expected salary range for this role is $85000 to $130000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see “Your role” section for detailed salary information.

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.

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.