New York
Full Time
United States - New York
Business development, Business management, administration and support, Client advisory / Relationship management, Finance, Management and Business Support, Operations
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.
You will be joining a leading UBS Private Wealth Management team advising ultra-high net worth families, business owners, and family offices. We are a large and growing team who deliver holistic and complex financial and planning solutions for our clients supported by exceptional responsiveness and client service. The ideal candidate will become a critical part of a leading team with the opportunity to grow and expand with us. Our team values high-performing team members who are proactive and strive to contribute and add value in their area and who see their role as part of a larger team. Our clients are our highest priority and we have a strong team culture for people who enjoy proactively driving client solutions.
• Series 7 and 66 licenses
• Bachelor’s degree
• Significant experience in wealth management, private banking, or financial advisory operations, preferably supporting ultra-high-net-worth individuals or family offices
• Demonstrated expertise in account administration, trading, cash management, and compliance processes
• Strong working knowledge of industry rules, regulations, and operational controls
• Deep understanding of broker dealer operations, trading, cash management, and compliance requirements
• Proven experience leading and developing operations or client service teams
• Demonstrated ability to operate confidently within large firm processes and approval structures, with a high level of judgement and attention to detail
• Exceptional organizational and execution capabilities in a high-volume, high-touch environment
• Technology-forward mindset with comfort adopting and leveraging new firm-approved platforms and AI-enabled tools
• Strong problem-solving skills with the ability to find creative, compliant solutions to complex client needs
• Excellent communication skills, both written and verbal
• Trusted, steady presence able to lead in fast-paced and high-stakes situations
• Professional demeanor with discretion and integrity
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
We may request you to complete one or more assessments during the application process. Learn more
The indicative gross base salary range as a full-time equivalent role:
• United States-New York-New York min USD 100000 – max USD 140000/annum
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.
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
