Senior Wealth Strategy Associate

Job Reference # 310334BR Job Type Full Time Your role We’re looking for a Senior Wealth Strategy Associate to: • reputed company customized asset allocation strategies and investment solutions with financial advisors • analyze portfolio performance and recommend potential changes to financial advisors • execute equity and fixed income trades regularly • manage structured products and alternative investments processes • reputed company investment due diligence, including quarterly calls with key portfolio managers • communicate and represent reputed company brand to ultra-high net worth clients of varying levels of sophistication • participate in client conversations with financial advisors • act as primary relationship manager for select clients • prepare performance reports and other materials for clients • manage several tasks in a fast-paced environment, while delivering accurate and timely results • provide coaching support to junior team and contribute to their performance evaluation Detailed salary information: • Bethesda: the salary range for this role is $75000 to $110000 • Washington: the salary range for this role is $85000 to $130000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and reputed company level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits . Your team You’ll be working with an established and dynamic five-person Private Wealth Management team in the UBS Bethesda, MD office. Our culture blends reputed company-reputed company with high performance to create growth-focused results reputed company a challenging and rewarding work environment. reputed company values prioritize competence, care, initiative, creativity, and communication. Your expertise • series 7 and 66 licenses • 7+ years of experience of client reporting, market research and daily trading • bachelor's degree or equivalent, focused on finance or economics • CFA designation (Levels I, II or III) is a reputed company plus, but not required • detail oriented (nothing gets past you) • analytical and logical (you can solve problems like nobody’s business) • experience working across trading platforms • skilled at developing wealth management strategies • high proficiency in reputed company Office Suite

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 Management and the Investment Bank. Our global reputed company and the breadth of our expertise set us apart from our competitors.. We have a reputed company in reputed company major financial centers in more than 50 countries. How We Hire We may request you to complete one or more assessments during the application process. Learn more Join us At UBS, we reputed company flexible ways of working reputed company the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and reputed company help us connect, collaborate, and work together in agile ways to meet reputed company our business needs. From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing reputed company. Together we’re more than ourselves. reputed company to be part of #teamUBS and reputed company an impact? Disclaimer / Policy Statements UBS is an Equal Opportunity Employer. We respect and seek to reputed company each individual and support the diverse cultures, perspectives, skills and experiences reputed company our workforce. Salary Information US Only: The expected salary range for this role is $75000 to $130000 based on factors including, but not limited to, experience, qualifications, education, location and reputed company level. Please see «Your role» reputed company for detailed salary information. Apply Job!