Client Associate
San Jose, CA · On-site
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 ...
Client Associate
San Jose, CA · On-site
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 ...
Client Associate
Chicago, IL · On-site
How we hire About us UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset ...
Client Associate
Chicago, IL · On-site
How we hire About us UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset ...
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 ...
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 ...
The team The Unified Global Banking (UGB) - Americas Team originates and executes new business opportunities between UBS Global Wealth Management and Global Banking. Our team covers financial ...
The team The Unified Global Banking (UGB) - Americas Team originates and executes new business opportunities between UBS Global Wealth Management and Global Banking. Our team covers financial ...
Intern
Greenville, SC · On-site
$14 - $18.75/hr
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 ...
Intern
Greenville, SC · On-site
$14 - $18.75/hr
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 ...
Client Associate
Los Angeles, CA · On-site
... 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.
Client Associate
Los Angeles, CA · On-site
... 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.
Intern
Charlotte, NC · On-site
$14.75 - $19.50/hr
... 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.
Intern
Charlotte, NC · On-site
$14.75 - $19.50/hr
... 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.
... your wealth management knowledge through business training and first-hand experience. Building the necessary skills as we prepare you for your next career step at UBS. This Accelerate program ...
... your wealth management knowledge through business training and first-hand experience. Building the necessary skills as we prepare you for your next career step at UBS. This Accelerate program ...
Intern
Nashville, TN · On-site
$14.50 - $19.25/hr
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 ...
Intern
Nashville, TN · On-site
$14.50 - $19.25/hr
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 ...
Administrative Officer
Stamford, CT · On-site
... at UBS manages branch support staff, oversees daily operational and risk compliance, and coordinates human resources functions like onboarding and performance reviews within Wealth Management. You ...
Administrative Officer
Stamford, CT · On-site
... at UBS manages branch support staff, oversees daily operational and risk compliance, and coordinates human resources functions like onboarding and performance reviews within Wealth Management. You ...
The team Clear Point Partners is a 12 person wealth management team at UBS serving ultra high net worth founders, entrepreneurs, and multi generational families across multi cities. Your skills and ...
The team Clear Point Partners is a 12 person wealth management team at UBS serving ultra high net worth founders, entrepreneurs, and multi generational families across multi cities. Your skills and ...
Client Associate
Chicago, IL · On-site
... 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.
Client Associate
Chicago, IL · On-site
... 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.
Administrative Officer
Westport, CT · On-site
... at UBS manages branch support staff, oversees daily operational and risk compliance, and coordinates human resources functions like onboarding and performance reviews within Wealth Management. You ...
Administrative Officer
Westport, CT · On-site
... at UBS manages branch support staff, oversees daily operational and risk compliance, and coordinates human resources functions like onboarding and performance reviews within Wealth Management. You ...
Senior Wealth Strategy Associate
Tucson, AZ · On-site
$80 - $100/hr
Business Management * Location: Tucson, AZ, United States * Company: UBS Company Profile UBS is the world's largest global wealth manager. The bank operates through four business divisions: Global ...
Senior Wealth Strategy Associate
Tucson, AZ · On-site
$80 - $100/hr
Business Management * Location: Tucson, AZ, United States * Company: UBS Company Profile UBS is the world's largest global wealth manager. The bank operates through four business divisions: Global ...
Internal Communications Manager UBS Job listing
Weehawken, NJ · On-site
$100 - $125/hr
Develop and execute communications plans for initiatives supporting Wealth Management USA and its ... UBS offers a range of competitive benefits and may, at our sole discretion, provide additional ...
Internal Communications Manager UBS Job listing
Weehawken, NJ · On-site
$100 - $125/hr
Develop and execute communications plans for initiatives supporting Wealth Management USA and its ... UBS offers a range of competitive benefits and may, at our sole discretion, provide additional ...
Regional Market Director
New York, NY · On-site
You do this with sound judgment - validating outputs and aligning with policies, risk standards, and ethical use About us UBS is a leading and truly global wealth manager and the leading universal ...
Regional Market Director
New York, NY · On-site
You do this with sound judgment - validating outputs and aligning with policies, risk standards, and ethical use About us UBS is a leading and truly global wealth manager and the leading universal ...
Intern
Colorado Springs, CO · On-site
$14.75 - $19.75/hr
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 ...
Intern
Colorado Springs, CO · On-site
$14.75 - $19.75/hr
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 ...
... 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.
... 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.
Client Associate
Chicago, IL · On-site
... 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.
Client Associate
Chicago, IL · On-site
... 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.
Client Associate
Chicago, IL · On-site
... 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.
Client Associate
Chicago, IL · On-site
... 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.
Ubs Wealth Management information
See salary details
$75K - $78.8K
8% of jobs
$78.8K - $82.6K
8% of jobs
$86K is the 25th percentile. Wages below this are outliers.
$82.6K - $86.5K
9% of jobs
$86.5K - $90.3K
9% of jobs
$90.3K - $94.1K
9% of jobs
The median wage is $96.5K / yr.
$94.1K - $97.9K
8% of jobs
$97.9K - $101.7K
10% of jobs
$101.7K - $105.5K
9% of jobs
$106.4K is the 75th percentile. Wages above this are outliers.
$105.5K - $109.4K
9% of jobs
$109.4K - $113.2K
8% of jobs
$113.2K - $117K
9% of jobs
$75K
$97.7K
$117K
How much do ubs wealth management jobs pay per year?
As of Sep 9, 2026, the average yearly pay for ubs wealth management in the United States is $97,727.00, according to ZipRecruiter salary data. Most workers in this role earn between $86,500.00 and $109,000.00 per year, depending on experience, location, and employer.
What is a UBS Wealth Management?
A UBS Wealth Management job typically involves providing financial advice, investment solutions, and wealth planning services to clients, including individuals, families, and businesses. Professionals in this role assess clients' financial goals, develop personalized strategies, and manage investment portfolios. They work closely with UBS's global resources to offer tailored solutions, ranging from asset management to retirement planning. Strong relationship management, financial expertise, and regulatory knowledge are essential for success in this field.
What are the key skills and qualifications needed to thrive in UBS Wealth Management?
To thrive in UBS Wealth Management, you need a solid background in finance, investment analysis, and client relationship management, typically supported by a degree in finance or economics and relevant certifications such as the CFA. Familiarity with financial planning software, CRM systems, and global banking platforms is highly beneficial. Exceptional communication, interpersonal skills, and a strong sense of discretion help build trust with high-net-worth clients and collaborate across teams. These skills are vital for delivering tailored financial solutions, fostering lasting client relationships, and ensuring compliance with industry regulations.
What are some common career advancement paths within UBS Wealth Management?
Professionals in UBS Wealth Management often start as analysts or client associates and can advance to roles such as financial advisors, relationship managers, or portfolio managers. Career progression is supported by strong performance, additional certifications, and demonstrated client management skills. Many team members also have the opportunity to move into leadership positions or specialized advisory roles focused on areas like estate planning or sustainable investing. UBS encourages continuous learning and internal mobility, fostering both vertical and lateral growth within the organization.
More about Ubs Wealth Management jobs
What cities are hiring for Ubs Wealth Management jobs?
Cities with the most Ubs Wealth Management job openings:
What are the most commonly searched types of Ubs Wealth Management jobs?
The most popular types of Ubs Wealth Management jobs are:
What states have the most Ubs Wealth Management jobs?
States with the most job openings for Ubs Wealth Management jobs include:
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Client Associate
San Jose, CA • On-site
UBS •
Securities, Commodity Contracts, and Financial Investments • 10K+ employees10,000+ employees
Full-time
Posted 13 days ago
UBS rating
8.8
Based on 42 frontline employees who took The Breakroom Quiz
17th of 176 rated banks
Job description
Key responsibilities
Do you currently hold active Series 7 and Series 66 licenses? Do you have 1-3 years of client service experience in financial services or wealth management? Are you comfortable supporting high net worth and ultra-high net worth clients in a fast-paced environment?
We're looking for a Client Associate to:
• Maintain client information and records in CRM and account management systems.
• Support client service requests and educate clients on available account services and capabilities.
• Prepare reports, presentations, and materials for client meetings.
• Gather and process documentation required for new account openings and ongoing account maintenance.
• Coordinate team marketing initiatives, events, and administrative activities, including calendar management.
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.
The team
You'll be working as part of a San Jose-based Wealth Management team. We support high net worth and ultra-high net worth individuals and families in achieving their financial goals through personalized advice, investment solutions, and exceptional client service. Our team is collaborative, client-focused, and committed to delivering a best-in-class wealth management experience.
Your skills and experience
• Bachelor's degree in business, Finance, Accounting, or a related field.
• Ideally 1-3 years of client service, administrative support, or financial services experience.
• Active Series 7 and Series 66 licenses.
• Strong proficiency in Microsoft Office Suite and financial technology platforms.
• Excellent written, verbal, and interpersonal communication skills.
• Knowledge of wealth management, brokerage operations, or capital markets preferred.
• Strong organizational skills with the ability to manage multiple priorities.
• High attention to detail and commitment to accuracy.
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.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
Salary information
The indicative gross base salary range as a full-time equivalent role:
• United States - California - San Jose min USD 65000 - max USD 85000 /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.
Do you currently hold active Series 7 and Series 66 licenses? Do you have 1-3 years of client service experience in financial services or wealth management? Are you comfortable supporting high net worth and ultra-high net worth clients in a fast-paced environment?
We're looking for a Client Associate to:
• Maintain client information and records in CRM and account management systems.
• Support client service requests and educate clients on available account services and capabilities.
• Prepare reports, presentations, and materials for client meetings.
• Gather and process documentation required for new account openings and ongoing account maintenance.
• Coordinate team marketing initiatives, events, and administrative activities, including calendar management.
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.
The team
You'll be working as part of a San Jose-based Wealth Management team. We support high net worth and ultra-high net worth individuals and families in achieving their financial goals through personalized advice, investment solutions, and exceptional client service. Our team is collaborative, client-focused, and committed to delivering a best-in-class wealth management experience.
Your skills and experience
• Bachelor's degree in business, Finance, Accounting, or a related field.
• Ideally 1-3 years of client service, administrative support, or financial services experience.
• Active Series 7 and Series 66 licenses.
• Strong proficiency in Microsoft Office Suite and financial technology platforms.
• Excellent written, verbal, and interpersonal communication skills.
• Knowledge of wealth management, brokerage operations, or capital markets preferred.
• Strong organizational skills with the ability to manage multiple priorities.
• High attention to detail and commitment to accuracy.
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.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
Salary information
The indicative gross base salary range as a full-time equivalent role:
• United States - California - San Jose min USD 65000 - max USD 85000 /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.
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