United States - Pennsylvania

Business management, administration and support, Finance

Global Wealth Management

304271BR

Philadelphia

Full Time

Are you truly service oriented? Do you know how to take care of people? Does financial data excite you?

We’re looking for a Wealth Management Associate to:

• assist financial advisors in providing analytic information
• help 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, help with the preparation of

reports and other materials for client meetings. Keep management systems up-to-date
with client information

You’ll be working with a seasoned and fast growing fast Private Wealth Team in the Philadelphia office. The team helps ultra-high net worth individuals and families meet their financial goals through delivering customized capabilities and solutions.

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 reach and the breadth of our expertise set us apart from our competitors..

We have a presence in all major financial centers in more than 50 countries.

We may request you to complete one or more assessments during the application process. Learn more

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all 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 success. Together we’re more than ourselves. Ready to be part of #team UBS and make an impact?

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.