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Senior Wealth Strategy Associate – Drive client strategy and AI-driven portfolio insights in Portland, OR.
Join UBS’s inclusive team and build innovative asset allocation solutions.
Your role
Are you skilled at developing wealth management strategies? Does financial data excite you?
We’re looking for a Senior Wealthy Strategy Associate to:
- assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals
- 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 and make recommendations to financial advisors for potential change
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.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Your team
Pacific Wealth Group is a leading UBS Private Wealth Management team in Oregon advising ultra-high net worth families, entrepreneurs, and business owners.
We are seeking a highly motivated professional. This position is ideal for candidates who combine strong analytical thinking with excellent communication and execution skills.
Wealth management is a multidisciplinary profession that draws on financial analysis, planning, judgment, and client service. This role offers the opportunity to develop across all of those dimensions in a highly collaborative, high expectations environment.
Your expertise
We’re looking for a Relationship Manager whose primary function is to:
- Own, manage and serve as primary contact for key relationships
- Develop and deliver a consistent client review process
- Proactively reach out to clients to stay in front of key life events and identify opportunities
- Build detailed client profiles and contact management process
- Identify opportunities to expand services and deepen client relationships
- Recommend and implement client-focused solutions
Ideal candidates have industry experience and active SIE, Series 7 and 66 licenses.
Must actively pursue and obtain one of the below designations within two years:
- Chartered Financial Analyst® (CFA ® )certification
- Certified Financial Planner ® (CFP ® )certification
- Certified Investment Management Analyst ® (CIMA ® ) certification
- Certified Private Wealth Advisor ® (CPWA ® ) certification
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