Senior Wealth strategy Associate

About the role

United States - California Business management, administration and support City La Jolla Job Type Full Time The team You'll be working within the La Jolla Private Wealth Management office, providing comprehensive wealth management services to business owners, entrepreneurs, ultra-high-net-worth families, and multi-generational families. Our team delivers sophisticated planning, investment, and advisory solutions tailored to each client's unique goals and circumstances. This is an opportunity to lead our investment process, influence portfolio outcomes, and work directly with sophisticated clients. If you're energized by markets, enjoy investment research and portfolio strategy, and want to help clients make informed decisions through every market cycle, we'd love to meet you. Your skills and experience • Experience in wealth management, portfolio management, investment research, or a related field • Strong understanding of capital markets, portfolio construction, and investment theory • Demonstrated understanding of portfolio construction across taxable and qualified accounts, with experience evaluating and discussing cash, fixed income, public equities, private equity, private credit, private real estate, and other alternative investment strategies • Ability to analyze portfolio performance and communicate investment recommendations clearly and effectively • Passion for financial markets and ongoing investment education • Excellent analytical, communication, and organizational skills • Ability to explain complex investment concepts in a clear and relatable manner • Self-starter who thrives in a collaborative, high-performance environment • CFA designation or progress toward the CFA charter strongly preferred About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers. How we hire We may request you to complete one or more assessments during the application process. Learn more Salary Summary Posted to Talent Gateway The indicative gross base salary range as a full-time equivalent role: • United States - California - La Jolla min USD 75000 - max USD 105000 /annum The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves. We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Disclaimer / Policy Statements 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.