UBS Financial Services Wealth Strategy Associate in Westlake Village, California

Your role:

A Wealth Strategy Associate provides support to the branch team in the development of wealth management strategies and marketing efforts.

Key Responsibilities:

  • Assist Financial Advisors with client/potential client meetings and provide support for client relationship building and business development activities

  • Prepare supporting materials and sample reports that can be used repeatedly in client and potential client meetings

  • Perform business analytics as needed to support Financial Advisors in the growth of the business

  • Drive marketing efforts of the team including activities such as contacting current or potential clients, advertising, preparing and participating in client seminars and other marketing efforts

Key Deliverables:

  • Leverage firm platform and develop financial plans for clients

  • Develop customized asset allocation strategies and investment solutions for clients

  • Analyze and interpret portfolio performance reviews and make recommendations to Financial Advisors for potential change

  • Develop or customize marketing plans and materials for targeted at current and potential clients

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 Wealth Management Americas. 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

– 1 -2 experience in financial services

– series 7 and 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 #: 176452BR

Business Divisions: Global Wealth Management

Title: Wealth Strategy Associate

City: Westlake Village

Job Type: Full Time

Country / State: United States - California

Function Category: Business management, administration and support, Trading