Senior Wealth Strategy Associate

UBS; Westlake Village (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

UBS is seeking a Wealth Strategy Associate in Westlake Village, CA to drive business development across our client base and build collaborative relationships with internal partners. You will identify opportunities, coordinate a strategic client book development plan, and work with teammates and clients to create tailored wealth management solutions.

The role emphasizes relationship building, multi-tasking, and creative problem solving, with a focus on delivering customized wealth plans for our

Qualifications

• Excellent interpersonal and communication skills.
• Detail-oriented with multi-tasking ability.
• Ideally 7+ years of professional experience preferred.
• Demonstrated creativity in solving problems and strong analytical and organizational skills.

Responsibilities

• Build relationships with internal partners and clients.
• Identify new business opportunities from existing and prospective clients.
• Coordinate and manage the team's business development efforts with a strategic client book development plan.
• Collaborate with teammates and clients to solve complex problems and develop creative wealth management solutions.

Skills

Interpersonal skills

Detail-oriented

7+ years experience

Analytical skills

Job description

Do you have the knowledge, ambition and experience to drive the business development of our client base? Can you build collaborative relationships with internal business partners to deliver solutions and identify new business opportunities? We’re looking for a Wealth Strategy Associate to:

• build important relationships with those inside the firm
• proactively identify new business opportunities from our existing and prospective clients
• coordinate and manage the team's business development efforts by creating and implementing a strategic client book development plan
• work closely with teammates, as well as with clients to solve complex problems and develop creative solutions for client portfolios

Job Type: Full Time

Job Reference #: 341751BR

City: Westlake Village

Your team: You will be working as part of Wealth Management Americas in Westlake Village, CA. The two principals are part of a select group of experienced professionals that work with a limited clientele, helping to craft customized, comprehensive wealth management plans.

Your expertise:

• excellent interpersonal and communication skills
• detail-oriented and ability to multi-task
• ideally 7+ years of professional experience preferred
• demonstrated creativity in solving problems as well as excellent analytical and organizational skills

About Us: 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 ubs.com/careers.

Salary information:

• United States - California - Westlake Village / T min USD 90000 - max USD 140000 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

Join us: 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.

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.