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Strategy Associate Ubs Jobs (NOW HIRING)

Your role Are you skilled at developing wealth management strategies? Does financial data excite ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...

... investment strategies and client discussions • Assist in monitoring portfolios and tracking ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...

... strategies and identify new opportunities • maintain accurate investment records and assist with ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...

Client Associate

Chicago, IL · On-site

$70K - $76K/yr

Your role Are you skilled at developing wealth management strategies? Does financial data excite ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...

Our team delivers tailored products, strategies and services for the families we serve. As a Client ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...

... strategies to enhance client coverage and drive business growth • deliver confident and effective ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...

... strategic advisory, and origination across a portfolio of financial institution clients. In this ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...

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Strategy Associate Ubs information

See salary details

$32.5K

$93.7K

$148K

How much do strategy associate ubs jobs pay per year?

As of Jun 25, 2026, the average yearly pay for strategy associate ubs in the United States is $93,739.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,000.00 and $125,000.00 per year, depending on experience, location, and employer.
Senior Wealth Strategy Associate

Other

Posted 17 days ago


UBS rating

8.8

Company rating: 8.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

13th of 142 rated banks


Job description

Are you skilled at developing wealth management strategies. Does financial data excite you?
We're looking for a Senior 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 business development activities.
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.
actively participate with Financial Advisors in proactive client outreach in anticipating impacts on clients' portfolio


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About UBS

Sourced by ZipRecruiter

We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Zürich, ZH, CH