Senior Wealth Strategy Associate

Key Responsibilities

• 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.
• Actively participate with financial advisors in proactive client outreach, anticipating impacts on clients’ portfolios.

The Team

You’ll be working as part of Wealth Management Americas, helping ultra‑high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. As a Senior Wealth Strategy Associate, you’ll play an important role within the highly collaborative Private Wealth Management Team – Panava Partners, based in Wayzata, Minnesota. The team is widely recognized for its expertise and is considered one of the most desirable groups to work with in the industry due to its outstanding reputation and sought‑after employment opportunities.

Skills and Experience

• Series 7 and 66 licenses (ideally).
• 3 to 5 years of experience in client service within the finance sector.
• Bachelor’s or master’s degree (or equivalent) focusing on finance and business administration.
• Strong analytical skills and deep knowledge of investments.
• Excellent written and verbal communication skills.
• Team player with strong interpersonal skills.

About Us

UBS is a leading 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 worldwide. Collaboration is at the heart of everything we do, and we are dedicated to putting our people first, offering supportive teams, growth opportunities, and flexible working options.

Pay

Indicative gross base salary range (full‑time equivalent): USD 75,000 – USD 105,000 per annum. The final salary will be determined by factors such as experience, qualifications, education, location, and skill level.