Full-Time
Senior Wealth Strategy Associate
UBS
10,001+ employees
Investment bank and wealth, asset manager
No salary listed
Coral Gables, FL, USA
In Person
On-site in Coral Gables, Florida.
Bachelor's, Master's
 Business & Strategy (1) |
|---|
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- Series 7 license
- Series 66 license
- Experience in client service within the finance sector
- Bachelor's or master's degree preferred
- Excellent communicator with top-notch interpersonal skills
- Analytical and logical
- Fluent in Spanish and English
- Assist Financial Advisors with client/potential client meetings and provide support for client relationship building and business development activities
- Prepare supporting materials and sample reports that can be used repeatedly in client and potential client meetings
- assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals
- develop customized asset allocation strategies and investment solutions for clients
- perform business analytics as needed to support financial advisors in the growth of the business
- analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change
UBS Group AG is a Swiss multinational financial services firm with four divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank. It serves private, corporate, institutional, and retail clients worldwide, offering wealth planning for high-net-worth individuals, Swiss banking services, a broad range of investment products, and advisory, underwriting, and trading in equities, fixed income, rates, and FX. It earns fees from wealth and asset management, interest income from lending, and trading income from investment banking. Its aim is to help clients manage and grow wealth while delivering diversified, revenue-generating financial services across regions and asset classes.
Company Size
10,001+
Company Stage
IPO
Headquarters
Zurich, Switzerland
Founded
1998
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See people who can refer or advise you
Simplify's Take
What believers are saying
- 2Q26 net profit 2.8bn and 15.4% RoCET1 support buybacks.
- UBS launched 3bn buyback after 12.6bn cumulative cost savings and 13.5bn target.
- Wealth management and investment bank momentum lifted 2Q26 underlying PBT 47% combined.
What critics are saying
- FinCEN's August 2026 $125m AML penalty proves recurring compliance failures.
- Swiss capital-rule debates restrict future buybacks and prolong Credit Suisse uncertainty.
- Any post-integration compliance miss risks U.S. broker restrictions and reputational damage.
What makes UBS unique
- UBS combines Swiss wealth leadership with global investment banking after Credit Suisse integration.
- 90%+ legacy apps retired and 12.6bn savings show integration execution.
- 2Q26 GWM added 36bn net new assets, proving elite client trust.
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Benefits
Flexible Work Hours
Remote Work Options
Professional Development Budget
Growth & Insights and Company News
6 month growth
↑ 16%1 year growth
↑ 16%2 year growth
↑ 17%UBS Global Wealth Management raised its year-end 2026 S&P 500 target to 8,100 from 7,900 on 21 August, implying 5.5% upside from current levels. The bank also lifted its mid-2027 target to 8,400 from 8,200. The revision stems from an upgraded earnings forecast. UBS now expects 2027 earnings of $400 per share, up from $375 previously. The new target values the index at 20.3 times forward earnings, down from 21.1 times under the old projection. Nearly 80% of S&P 500 companies beat earnings estimates in the second quarter, above the historical average of 73%. Underlying earnings growth approached 35%, whilst FactSet reported 32% year-over-year growth. Ten of 11 sectors posted positive earnings growth, with eight delivering double-digit gains.
HSBC Holdings posted first-half profit of $19.5 billion, beating estimates of $18.9 billion, and resumed share buybacks with a $1 billion programme. The bank raised net interest income guidance to exceed $46 billion and added 640,000 wealth clients. UBS Group beat forecasts with second-quarter net profit of $2.8 billion and announced a $3 billion buyback. However, the bank faces a $125 million fine from US regulators for anti-money-laundering failures. Hedge funds had been reducing UBS positions before the fine became public. HSBC's buyback fell short of the $2.2 billion investors expected, and the bank continues exiting businesses in Singapore, Egypt, and Australia. UBS reports its Credit Suisse integration remains on track for 2026 completion, with $12.6 billion in cumulative cost savings achieved.
UBS Financial Services agreed to pay a record $125 million civil penalty to the US Treasury's Financial Crimes Enforcement Network for willful violations of the Bank Secrecy Act, America's primary anti-money laundering law. The fine is the largest ever assessed against a broker-dealer for BSA violations. This marks FinCEN's second enforcement action against the Swiss bank's subsidiary. Despite paying $14.5 million in 2018 for similar failures, UBS subsequently failed to monitor more than 50,000 foreign currency wires worth over $10 billion between January 2019 and June 2023. FinCEN found UBS failed to conduct adequate customer due diligence for high-risk clients with ties to Russia and Latin America. The firm must hire an outside consultant to review its anti-money laundering programme. UBS can receive a $15 million waiver if it implements the consultant's recommendations.
Edenor, Argentina's largest natural gas distributor, raised $200 million through a re-opening of its 9.5% 2033 bonds on Thursday, marking its third international bond offering this year. The company priced the add-on notes at 99.326 to yield 9.65%. Bank of America, BTG Pactual, Santander and UBS served as bookrunners. Moody's assigned the notes an international B3 rating. Edenor said it intends to use the proceeds to refinance debt and fund investments and acquisitions. The company initially issued $550 million of the 2033 notes in April, following a re-opening of its 9.75% 2030 bonds in February. Local placement agents included Global Valores, Balanz Capital, Banco Mariva, Latin Securities and the Argentine branches of ICBC and Santander.
UBS reported second-quarter net profit of $2.8 billion, meeting analyst expectations, whilst pre-tax profits reached $3.6 billion, up 64% year-on-year. CEO Sergio Ermotti highlighted strong momentum across investment banking, M&A and capital markets, describing the IPO market as "vibrant". The Swiss bank announced a new $3 billion share buyback programme, beginning with $1 billion over three months. Shares rose 2.5% in morning trading. Ermotti warned that geopolitical volatility could create "temporary headwinds" but said the bank was well-positioned to manage them. On the recent AI market correction, he called it "healthy" given recent concentration and rising valuations, emphasising diversification opportunities for clients across sectors beyond technology infrastructure.