Wealth Management Associate Program - NC - July 2024 Start

Are you an aspiring wealth management professional, but don’t know where to start or what exactly you want to do? Are you a great listener, coachable, and a clear communicator? Are you a great problem solver and passionate about helping others? If yes, then we’re looking for someone like you to join our Wealth Management Associate Program starting July 2024 that will focus on your professional development while providing you multiple career paths to choose from at a leading global wealth management firm. 

The UBS Wealth Advice Center will offer the opportunity to:

• develop professionally through an extensive developmental Wealth Management Associate Program curriculum led by a team of experienced professionals, internal business partners across the bank, and external partnerships
• obtain your Series 7 and 66 securities licenses
• service and deepen relationships in our existing client base by providing them with exceptional wealth management services and solutions.
• partner closely with our Financial Advisors and work directly with our clients, preparing you to kick start your career in wealth management while you define your own career trajectory; ultimately to become a strong candidate for your next step in wealth management.

You will:

• support back and front office operational functions that will help you learn how the bank operates and how to effectively serve our clientele
• promptly answer client phone calls, delivering exceptional service and advice
• own all service requests and client outreaches assigned
• collaborate with your team and across the bank to solve client inquiries
• understand and adhere to compliance and operational procedures and requirements to protect our clients
• follow up and own client requests to ensure a positive client outcomes

Your team

The UBS Wealth Advice Center is a UBS branch located in Weehawken, NJ and Charlotte, NC committed to providing advice and guidance to Emerging Affluent clients through a consistently delivered hybrid digital client experience.

The UBS Wealth Advice Center currently serves over 300,000 clients. Our clients are served remotely (phone) by a team of more than 300 professionals including both Financial Advisors and Client Service Associates—who work individually with clients to understand their needs and assist them in achieving their goals.

The UBS Wealth Advice Center leadership team supports career advancement and internal mobility and will help guide you in your career journey at UBS. All new UBS Wealth Advice Center employees must commit to staying in the WAC for a minimum of three years before becoming eligible to transfer to another role internally.

You have:

• a bachelor’s degree or equivalent, 2024 graduates welcome
• SIE required to be completed 30 days prior to joining UBS
• Series 7 and Series 66 will need to be obtained within 180 days of employment (Series 66 may be completed prior to start, recommended)

You are:

• client-focused
• an excellent listener and have strong communication skills, both verbal and written
• a quick learner and have a growth mindset
• someone who is driven and consistently challenges the status quo
• able to work in a fast-paced environment while being able to think clearly in complex situations
• highly detail oriented and resourceful in leveraging resources to accomplish the task at hand
• proficient with Microsoft Suite Applications, including Outlook, Word & Excel
• someone that works well with a team and able to multi-task while maintaining a high attention to detail

About us

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.

How we hire

This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html

Join us

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 #teamUBS and make an impact?

Contact Details

UBS Business Solutions SA

UBS Recruiting

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.