UBS · 23 hours ago
Senior Wealth Strategy Associate
Washington, DC
Full-time
Onsite
Mid, Senior Level
$100K/yr - $140K/yr
7+ years expUBS is a leading global wealth manager and universal bank headquartered in Zurich, Switzerland. They are seeking a Senior Wealth Strategy Associate to develop customized asset allocation strategies, analyze portfolio performance, and manage client relationships in a fast-paced environment.
Asset ManagementBankingFinancial ServicesWealth Management
Responsibilities
Develop 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
Perform investment due diligence, including quarterly calls with key portfolio managers
Communicate and represent our team 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
Qualification
Required
series 7 and 66 licenses
7+ years of experience of client reporting, market research and daily trading
2+ years of experience leading client relationships
bachelor's degree or equivalent, focused on finance or economics
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 Microsoft Office Suite
Preferred
CFA designation (Levels I, II or III) is a huge plus, but not required
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
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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
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