... financial advisors for potential change Join us At UBS, we know that it's our people, with their ... You will be the point of contact for client services requests and operational processing for ...
60 Ubs Strategy Associate Jobs Hiring Near You
... financial advisors for potential change Join us At UBS, we know that it's our people, with their ... You will be the point of contact for client services requests and operational processing for ...
Sr Wealth Strategy Associate
Wayzata, MN · On-site
$60K - $75K/yr
... financial advisors for potential change Join us At UBS, we know that it's our people, with their ... As a Sr. Wealth Strategy Associate you'll play an important role in the success of our team. Your ...
Sr Wealth Strategy Associate
Wayzata, MN · On-site
$60K - $75K/yr
... financial advisors for potential change Join us At UBS, we know that it's our people, with their ... As a Sr. Wealth Strategy Associate you'll play an important role in the success of our team. Your ...
Analyze risks and advantages of investment opportunities for client's individual financial ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...
Analyze risks and advantages of investment opportunities for client's individual financial ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...
Client Associate
Cincinnati, OH · On-site
Your role UBS Financial Services is looking to hire an Investment Associate to join the portfolio ... and fixed income strategies as a trader and as a member of the investment committee.
Client Associate
Cincinnati, OH · On-site
Your role UBS Financial Services is looking to hire an Investment Associate to join the portfolio ... and fixed income strategies as a trader and as a member of the investment committee.
SENIOR WEALTH STRATEGY ASSOCIATE
Florham Park, NJ · On-site
$85K - $115K/yr
Your expertise Ideally 5+ years of industry experience in client service, within the finance sector ... Visit ubs.com/careers. How we hire We may request you to complete one or more assessments during ...
SENIOR WEALTH STRATEGY ASSOCIATE
Florham Park, NJ · On-site
$85K - $115K/yr
Your expertise Ideally 5+ years of industry experience in client service, within the finance sector ... Visit ubs.com/careers. How we hire We may request you to complete one or more assessments during ...
Client Associate
Chicago, IL · On-site
$65K - $85K/yr
Do you know how to take care of people? We're looking for a Client Associate to: • keep ... Your team You will be working for UBS Financial Services, Inc., specifically UBS' Corporate Cash ...
Client Associate
Chicago, IL · On-site
$65K - $85K/yr
Do you know how to take care of people? We're looking for a Client Associate to: • keep ... Your team You will be working for UBS Financial Services, Inc., specifically UBS' Corporate Cash ...
Executive Team Assistant
Chicago, IL · On-site
Your role The Client Associate will act in an Executive Assistant capacity serving as the ... Your team You will be working with UBS Financial Services - specifically UBS's Corporate Cash ...
Executive Team Assistant
Chicago, IL · On-site
Your role The Client Associate will act in an Executive Assistant capacity serving as the ... Your team You will be working with UBS Financial Services - specifically UBS's Corporate Cash ...
Client Associate
Springfield, MA · On-site
... in client service, within the finance sector • bachelor's or master`s degree or equivalent ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Client Associate
Springfield, MA · On-site
... in client service, within the finance sector • bachelor's or master`s degree or equivalent ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Executive Team Assistant
Chicago, IL · On-site
$60K - $70K/yr
Your role The Client Associate will act in an Executive Assistant capacity serving as the ... Your team You will be working with UBS Financial Services - specifically UBS's Corporate Cash ...
Executive Team Assistant
Chicago, IL · On-site
$60K - $70K/yr
Your role The Client Associate will act in an Executive Assistant capacity serving as the ... Your team You will be working with UBS Financial Services - specifically UBS's Corporate Cash ...
Head of Insurance & Annuity Solutions, Americas
Weehawken, NJ · On-site
$300K - $450K/yr
... with UBS Financial Advisors, delivering solutions and expertise across the platform while ... services, with strong exposure to insurance and annuity solutions • required licenses: SIE ...
Head of Insurance & Annuity Solutions, Americas
Weehawken, NJ · On-site
$300K - $450K/yr
... with UBS Financial Advisors, delivering solutions and expertise across the platform while ... services, with strong exposure to insurance and annuity solutions • required licenses: SIE ...
Client Associate (DOD SkillBridge Trainee)
Newport Beach, CA · On-site
$65K - $75K/yr
... the Financial Services Industry? UBS is seeking individuals like you to participate in our ... Do you know how to take care of people? We're looking for a Client Associate to: • keep ...
Client Associate (DOD SkillBridge Trainee)
Newport Beach, CA · On-site
$65K - $75K/yr
... the Financial Services Industry? UBS is seeking individuals like you to participate in our ... Do you know how to take care of people? We're looking for a Client Associate to: • keep ...
... the Financial Services Industry? UBS is seeking individuals like you to participate in our ... Do you know how to take care of people? We're looking for a Client Associate to: • keep ...
... the Financial Services Industry? UBS is seeking individuals like you to participate in our ... Do you know how to take care of people? We're looking for a Client Associate to: • keep ...
Client Associate
Westport, CT · On-site
... with the financial services team in Westport, CT. We provide benefits. This benefits our client ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Client Associate
Westport, CT · On-site
... with the financial services team in Westport, CT. We provide benefits. This benefits our client ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Head of Media Relations - Corporate Communications, Americas
New York, NY · On-site
$190K - $290K/yr
... UBS as one of the world's leading financial services providers, recognized thought leader ... In addition, Corporate Communications informs employees on strategy, performance and execution, and ...
Head of Media Relations - Corporate Communications, Americas
New York, NY · On-site
$190K - $290K/yr
... UBS as one of the world's leading financial services providers, recognized thought leader ... In addition, Corporate Communications informs employees on strategy, performance and execution, and ...
Registered Client Associate
Los Angeles, CA · On-site
$65K - $75K/yr
... financial advisors to provide a high level of service and a seamless client experience. As a ... Visit ubs.com/careers. How we hire We may request you to complete one or more assessments during ...
Registered Client Associate
Los Angeles, CA · On-site
$65K - $75K/yr
... financial advisors to provide a high level of service and a seamless client experience. As a ... Visit ubs.com/careers. How we hire We may request you to complete one or more assessments during ...
Market Director, Financial Services & Partnerships (Denver)
Denver, CO · On-site
$160K - $220K/yr
UBS is seeking a skilled manager in Denver, Colorado, to lead initiatives and foster strong ... The ideal candidate will have over 5 years of experience in a leading financial institution and the ...
New
Market Director, Financial Services & Partnerships (Denver)
Denver, CO · On-site
$160K - $220K/yr
UBS is seeking a skilled manager in Denver, Colorado, to lead initiatives and foster strong ... The ideal candidate will have over 5 years of experience in a leading financial institution and the ...
New
Registered Client Associate
Palo Alto, CA · On-site
$75K - $85K/yr
Your team You'll be working in the Financial Services team in Palo Alto. Your working location will ... Visit ubs.com/careers. Salary information The indicative gross base salary range as a full-time ...
Registered Client Associate
Palo Alto, CA · On-site
$75K - $85K/yr
Your team You'll be working in the Financial Services team in Palo Alto. Your working location will ... Visit ubs.com/careers. Salary information The indicative gross base salary range as a full-time ...
Registered Client Service Associate
Florham Park, NJ · On-site
$75K - $85K/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 ...
Registered Client Service Associate
Florham Park, NJ · On-site
$75K - $85K/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 ...
Registered Client Associate
Palo Alto, CA · On-site
$65K - $85K/yr
Your team You will be working in the Financial Services team in California. Your working location ... Visit ubs.com/careers. Salary information The indicative gross base salary range as a full-time ...
Registered Client Associate
Palo Alto, CA · On-site
$65K - $85K/yr
Your team You will be working in the Financial Services team in California. Your working location ... Visit ubs.com/careers. Salary information The indicative gross base salary range as a full-time ...
... financial services industry • Strong interpersonal communication skills with a client-first ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
... financial services industry • Strong interpersonal communication skills with a client-first ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
UBS Financial Services Jobs Information
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Job description
Your role
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 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
• 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
• 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
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.
Your team
You'll be working as part of Wealth Management Americas International Division in Coral Gables. 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. As a Wealth Strategy Associate, you'll play an important role in achieving our goals.
You will be the point of contact for client services requests and operational processing for prospects and existing clients of the Financial Advisor.
Your expertise
• series 7 and 66 licenses
• Experience in client service, within the finance sector
• excellent communicator, with top-notch interpersonal skills
• analytical and logical (you can solve problems like nobody's business)
• Fluent in Spanish and English
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.
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 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
• 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
• 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
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.
Your team
You'll be working as part of Wealth Management Americas International Division in Coral Gables. 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. As a Wealth Strategy Associate, you'll play an important role in achieving our goals.
You will be the point of contact for client services requests and operational processing for prospects and existing clients of the Financial Advisor.
Your expertise
• series 7 and 66 licenses
• Experience in client service, within the finance sector
• excellent communicator, with top-notch interpersonal skills
• analytical and logical (you can solve problems like nobody's business)
• Fluent in Spanish and English
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.
About UBS Financial Services
Sourced by ZipRecruiter
UBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
Industry
Securities, commodity contracts, and financial investments
Company size
10,000+ Employees
Headquarters location
Weehawken, NJ, US