Client Associate

Join to apply for the Client Associate role at UBS

We’re looking for a Wealth Strategy Associate to:

• Assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals
• Develop customized asset allocation strategies and investment solutions for clients
• Provide support for client relationship building and onboarding
• 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

San Diego: the salary range for this role is $60,000 to $70,000.

Full Time

Houston, San Diego

You’ll be working as part of Global Wealth Management Americas.

• Series 7 and 66 licenses
• Ideally 2-3 years of experience in client service, within the finance sector
• Bachelor’s degree or equivalent, focusing on Finance or Economics
• Excellent communicator, with top‑notch interpersonal skills
• Analytical and logical
• Bilingual 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, 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.

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.

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