UBS Financial Services Wealth Strategy Associate in Los Angeles, California

Your role:

Are you interested in learning about, and then proposing, cutting-edge investment strategies to UBS advisors? We are looking for someone to drive new business development via partnering with fellow UBS advisors. You will:

contact current and prospective UBS advisors (after extensive training)

analyze discretionary accounts within our Portfolio Management Program

generate presentations and proposals for new business

assist other teams with onboarding new clients, trading, wires, conference calls and internal/external client meetings

assist our team with portfolio management, including index funds and covered call options

What we offer:

Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.

Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us).

Take the next step:

Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.

Disclaimer / Policy Statements:

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.

Your team:

You'll be working as part of an industry leading Private Wealth Management Team, within the elite division of Global Wealth Management. 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.

Your experience and skills:

You have:

a University degree in finance or business

experience in financial services

series 7 and series 66 licenses

You are:

an excellent communicator, with top notch interpersonal skills

analytical and logical (you can solve problems like nobody's business)

a dynamic and flexible team player

About us:

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?

Your colleagues:

Job Reference #: 173310BR

Business Divisions: Global Wealth Management

Title: Wealth Strategy Associate

City: Los Angeles

Job Type: Full Time

Country / State: United States - California

Function Category: Client advisory / Relationship management