Client Associate - Private Wealth Management jobs in United States
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UBS · 5 hours ago

Client Associate - Private Wealth Management

positionRaleigh, NC
timeFull-time
remoteOnsite
seniorityEntry, Mid Level

UBS is a leading global wealth manager and universal bank headquartered in Zurich, Switzerland. They are seeking a Client Associate to join their Private Wealth Management team, responsible for providing exceptional service to high-net-worth clients and ensuring a personalized client experience.

Asset ManagementBankingFinancial ServicesWealth Management
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H1B Sponsor Likelynote

Responsibilities

Serve as executive assistant to the lead Financial Advisor
Act as a relationship manager for top tier clients, ensuring a high touch, personalized experience while proactively anticipating client needs
Collaborate closely with team members to deliver seamless client service and support internal operational workflows
Manage and coordinate client meeting calendars, including scheduling, confirmations, and follow ups
Oversee all aspects of client onboarding, account maintenance, and service requests with precision, responsiveness, and confidentiality
Maintain accurate, organized, and up to date client records and documentation

Qualification

ProfessionalismSIE certificationSeries 7 certificationSeries 66 certificationMicrosoft Office SuiteInterpersonal skillsCommunication skillsOrganizational skills

Required

Exceptional interpersonal, communication, and organizational skills
Proficiency with Microsoft Office Suite systems
High level of professionalism, discretion, and care when handling sensitive client information
Licensing Requirements: SIE, Series 7, and Series 66 required within the first six months of employment

Company

UBS

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UBS is a financial services firm engaged in wealth management, investment banking, asset management, and retail banking.
dateFounded in 1998
location
Zürich, Zurich, CHE
people-size10001+ employees
web-link
https://www.ubs.com

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 Company
Total Funding
$12.57B
2025-11-03Post Ipo Debt· $3.25B
2025-09-09Post Ipo Debt· $1.17B
2024-09-06Post Ipo Debt· $1.5B

Leadership Team

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Sergio P. Ermotti
Group Chief Executive Officer
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James Walker
Head CTO for Core Technology & Platforms
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Recent News

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Company data provided by crunchbase