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Wealth Strategy Associate

UBS Group AG - Location not specified

Posted Jun 12, 2026

Benefits

Parental leave
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Non-birth-parent leave
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Family-building benefits
  • Fertility benefits: Not verified
  • Adoption assistance: Not verified
  • Surrogacy assistance: Not verified
Mental health support
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Relocation assistance
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Childcare support
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Learning budget
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Verification
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Salary
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Market context

U.S. role benchmark (BLS OEWS)
$78,856 U.S. median for this role
Projected growth (BLS Employment Projections)
+0.8% - Slower

Matched to SOC 11-1021 - Customer Success aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Role

Role function
Customer Success From the posting source checked Jun 20, 2026
Seniority
Mid From the posting source checked Jun 20, 2026

Schedule

Shift type
Not verified
Weekend work
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Company

Equity
Offered From the posting source checked Jun 20, 2026

Application

Cover letter
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Assessment
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Deadline
Not stated

Where they hire

State eligibility is not yet verified.

About this role

Wealth Strategy Associate Are you skilled at developing wealth management strategies? Does financial data excite you? We're looking for a Wealth Strategy Associate to learn the full scope of our business and ultimately grow into a role that is best suited to their interests and skillset. The role will consist of helping with the following: Investments • prepare performance reports and other materials for clients • assist financial advisors in preparing for client conversations • execute equity and fixed income trades • assist with investment due diligence Business Development, Marketing & Events • provide support for client relationship building and business development activities • plan team marketing events and maintain marketing materials • perform business analytics as needed to support financial advisors in the growth of the business • communicate and represent our team brand to ultra-high net worth clients of varying levels of sophistication Operational & Organizational • keep management systems up-to-date with client information • educate clients on account services and capabilities

Read the full description at jobs.ubs.com. FewerJobs shows a preview and links to the original posting.

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