UBS

Wealth Management Associate

UBS

Philadelphia, PA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

At UBS, we are looking for a Wealth Management Associate to join our esteemed team of financial professionals. We are searching for an ambitious and motivated individual who will be responsible for providing comprehensive wealth management services to our clients. The ideal candidate will be an organized and detail-oriented professional with a passion for finance and a commitment to providing exceptional customer service.To be successful in this role, you must possess a Bachelor's degree in finance, accounting, economics, or a related field, as well as a minimum of two years of experience in a banking or financial services role. You must have strong problem-solving skills and excellent communication abilities, both written and verbal. Additionally, you must be knowledgeable in the financial services industry and have a strong understanding of investments, insurance, and retirement planning. We are looking for an individual who is able to work independently and as part of a team, and who has the ability to multi-task and prioritize tasks effectively. If you have a positive attitude, excellent customer service skills, and a commitment to providing the highest quality of service to our clients, we want to hear from you!

Where is this job?
This job is located at Philadelphia, PA, USA
Job Qualifications
  • Excellent Communication And Interpersonal Skills

  • Ability To Work Independently And As Part Of A Team

  • Bachelor's Degree In Finance

  • Proficiency In Microsoft Office Applications

  • Analytical And Problem-Solving Skills

  • Accounting Or Related Field

  • Ability To Work With Confidential Information

  • Business Administration

  • Knowledge Of Investment Banking And Financial Planning

  • Strong Organization And Time Management Skills

Required Skills
  • Risk Management

  • Research

  • Networking

  • Communication

  • Negotiation

  • Relationship Management

  • Client Service

  • Compliance

  • Portfolio Management

  • Analytical

  • Investing

  • Regulatory

  • Tax Planning

  • Advisory

  • Financial

Soft Skills
  • Communication

  • Leadership

  • Time management

  • Interpersonal Skills

  • Organization

  • self-motivation

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Wealth Management Associate in Philadelphia, PA, USA is $52,000 - $85,000 per year. This range may vary depending on the experience level of the individual and the specific company offering the position.

Additional Information
UBS is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedFebruary 10th, 2023
Apply BeforeSeptember 18th, 2025
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About UBS

UBS is a global firm providing financial services in over 50 countries. The company provides wealth management, asset management, and investment banking services for private, corporate, and institutional clients worldwide.

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