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UBS

Investment bank and wealth, asset manager

Wealth Management Associate Program

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeZürich, SwitzerlandNo salary listedIn-person

About the Job

Requirements

  • A Bachelor’s or Master’s degree from a leading university or business school and at least four years of professional experience.
  • A good understanding of and strong interest in financial markets.
  • In-depth knowledge of the Spanish market and a convincing network of high-net-worth or ultra-high-net-worth individuals.
  • Fluency in Spanish and English.
  • Curiosity about using artificial intelligence to improve workflows, with sound judgment to validate outputs and align with policies, risk standards, and ethical use.

Responsibilities

  • Develop into a successful Relationship Manager through the training program and meet or exceed its financial and educational targets.
  • Build a client book using an existing network of wealthy individuals in Spain.
  • Establish long-term, mutually beneficial relationships with clients.
  • Grow the network through referrals and identification of new prospects.
  • Acquire the knowledge and sales skills needed to deliver the UBS value proposition to clients, including completing mandatory training and the Wealth Management Certificate.
  • Participate in parallel off-the-job education and primarily on-the-job development.

Desired Qualifications

  • German language skills are a plus.
  • Experience in Wealth Management services is welcome but not required.
  • Membership in a club or alumni network, or involvement in entrepreneurial activities.

About the Company

UBS

Investment bank and wealth, asset manager

UBS provides wealth management, asset management, investment banking, and private banking services to private, corporate, institutional, and retail clients worldwide. It offers advisory and investment products for wealth and asset management, as well as lending and banking services in Switzerland. Its investment bank handles advisory, underwriting, and sales and trading across equities, fixed income, rates, and foreign exchange. UBS differentiates itself by delivering a globally integrated suite of financial services across multiple client types and asset classes, combining private banking with large-scale investment banking and asset management to generate fees, interest, and trading income. Its goal is to help clients grow and protect wealth while maintaining diversified, profitable revenue streams.

Company size
10,001+
Company stage
IPO
Headquarters
Zurich, Switzerland
Founded
1998

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