Wealth Strategy Associate — Growth & Client Solutions

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

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