United States - Minnesota
Finance
Wayzata
Full Time
You’ll be working as part of Wealth Management Americas. You’ll be working with the Private Wealth Management Team, Bull-Wiebler Group, in Wayzata, MN. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.
At the Bull-Wiebler Group, we’re not only experienced private wealth managers, we’re financial planning advocates who connect goals to solutions and opportunities. As members of the exclusive UBS Private Wealth Management division of our firm, our team has been trained extensively to access the full depth and breadth of UBS investment platforms, advanced strategies and global thought leadership on your behalf. Whether you’re an entrepreneur selling one business to purchase another, a professional hockey player negotiating a new contract, or building and preserving wealth today for your family’s legacy tomorrow, we have the knowledge to guide you forward.
Our strategic planning approach and thoughtful advice—beyond investing—will evolve with you over time. Our team is young, hardworking and passionate about simplifying your financial life. Trust that we’re committed to taking care of you and those you care about most, so you can confidently focus on the future and the many other priorities in your life.
As a Client Associate, you’ll play an important role in partnering with the team to provide service to our clients and deliver the firm in a cohesive manner.
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.
The indicative gross base salary range as a full-time equivalent role:
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
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.
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.
From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that it's our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. Ready to be part of #teamUBS and make an impact? Find out more at ubs.com/careers.
UBS works with individuals, families, institutions, and corporations around the world to help answer some of life's questions – whether through award winning wealth management advisory, investment banking and asset management expertise, or private and corporate banking services in Switzerland*. In June 2023, Credit Suisse became a UBS Group company.
With our large and diverse team operating internationally, we have a presence in all major financial centers in more than 50 countries. Although we all come from different backgrounds and specializations, two things unite us: the conviction that we’re stronger together, and the will and curiosity to constantly innovate. That’s the key to us unlocking our full potential (and what we look for in everyone who joins us). It’s also why we’re regularly recognized as an attractive employer.*
* Our awards https://www.ubs.com/awards
Social Media Legal Terms: http://www.ubs.com/social-legal
