Wealth Strategy Associate
UBS United States - California Business management, administration and support
Posted 2026-10-30
About the role
Are you skilled at developing wealth management strategies? Does financial data excite you? We’re looking for a 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
Listed from UBS's career site, where it was posted on 2026-10-30. The firm's page is the reference for the details and the application.