UBS · 1 day ago
Senior Wealth Strategy Associate
San Francisco, CA
Full-time
Onsite
Mid, Senior Level
$85K/yr - $130K/yr
3+ years expUBS is a leading global wealth manager and universal bank headquartered in Zurich, Switzerland. The Senior Wealth Strategy Associate will develop wealth management strategies, perform functions related to portfolio construction, trading, and client relationship management, while collaborating with team members to assist in business development efforts.
Asset ManagementBankingFinancial ServicesWealth Management
Responsibilities
Perform most, if not all of the functions carried out by senior team members
Leverage both communication and analytical skills
Work closely with teammates and clients to solve problems
Portfolio construction and rebalancing
Trading
Investment manager diligence and evaluation
Performance reporting and attribution
Preparation of presentation material
Developing meaningful client relationships
Partnering with the team’s strategic planning coordinator to assist in managing the business development effort
Qualification
Required
Demonstrated creativity in solving problems as well as excellent analytical and organizational skills
detail orientation
a proficiency in multi-tasking
a desire to learn about financial markets
enjoy building long-term relationships
be a self-starter
entrepreneurial
possess a strong work ethic
Strong interpersonal communication skills
enthusiastic
ability to thrive in a collegial, team environment where professionals work hard but also have fun
Preferred
ideally 3+ years of professional experience preferred
Perfect training ground for pre-MBAs and those interested in pursuing their CFA, CIMA or other professional designation
Company
UBS
UBS is a financial services firm engaged in wealth management, investment banking, asset management, and retail banking.
10001+ employees
H1B Sponsorship
UBS has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (8)
2024 (7)
2023 (3)
2022 (6)
2021 (5)
2020 (4)
Funding
Current Stage
Public CompanyTotal Funding
$12.57B2025-11-03Post Ipo Debt· $3.25B
2025-09-09Post Ipo Debt· $1.17B
2024-09-06Post Ipo Debt· $1.5B
Leadership Team
Sergio P. Ermotti
Group Chief Executive Officer
James Walker
Head CTO for Core Technology & Platforms
Recent News
2026-01-05
2026-01-03
caixinglobal.com
2026-01-03
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