Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Assist clients with wealth strategies and provide exceptional service in a fast-paced environment.
- Company: Join UBS, a leading global financial services firm operating in over 50 countries.
- Benefits: Enjoy a collaborative culture, remote work options, and opportunities for professional growth.
- Why this job: Be part of a dynamic team where your skills can shine and make a real impact.
- Qualifications: Must have Series 7 and 66 licenses, a bachelor's degree, and strong communication skills.
- Other info: We value diversity and provide equal opportunities for all applicants.
The predicted salary is between 36000 - 60000 £ per year.
• Series 7 and 66 licensed
• Ideally 1-2 years of experience in client service, ideally within the finance sector
• Bachelor's degree or equivalent
• Excellent communicator, with strong interpersonal skills
• Detail oriented (nothing gets past you)
• Excellent in Microsoft Office Suite
• Commitment to excellence and a high level of integrity
• Self-motivated and able to work in an autonomous, yet collaborative environment
• Time management and the ability to prioritise
• Ability to multi-task and work with numerous colleagues and desks across the Firm
• Ability to work in a fast-paced environment and think clearly under pressure
Wealth Strategy Associate employer: UBS
Contact Detail:
UBS Recruiting Team
accessibility@talentify.io
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Strategy Associate
✨Tip Number 1
Make sure to highlight your Series 7 and 66 licenses prominently in your discussions. These qualifications are essential for the Wealth Strategy Associate role, so be prepared to discuss how they have equipped you to handle client service effectively.
✨Tip Number 2
Demonstrate your interpersonal skills during networking events or interviews. Share specific examples of how you've successfully communicated with clients or colleagues in previous roles, especially in high-pressure situations.
✨Tip Number 3
Familiarise yourself with the latest trends in the finance sector. Being knowledgeable about current market conditions and financial products will not only impress potential employers but also show your commitment to excellence in the field.
✨Tip Number 4
Practice your time management skills by preparing for potential interview scenarios where you may need to prioritise tasks. This will demonstrate your ability to multi-task and work efficiently in a fast-paced environment, which is crucial for this role.
We think you need these skills to ace Wealth Strategy Associate
Some tips for your application 🫡
Highlight Relevant Experience: Make sure to emphasise any client service experience you have, especially within the finance sector. Use specific examples to demonstrate how your past roles align with the responsibilities of a Wealth Strategy Associate.
Showcase Your Skills: Clearly outline your skills in communication, detail orientation, and proficiency in Microsoft Office Suite. Provide examples of how you've used these skills effectively in previous positions.
Tailor Your CV and Cover Letter: Customise your CV and cover letter to reflect the job description. Mention your Series 7 and 66 licenses prominently, and discuss your ability to work autonomously while collaborating with others.
Prepare for the Interview: If selected for an interview, be ready to discuss how you manage time and prioritise tasks in a fast-paced environment. Think of scenarios where you've successfully multi-tasked and maintained composure under pressure.
How to prepare for a job interview at UBS
✨Showcase Your Communication Skills
As a Wealth Strategy Associate, excellent communication is key. Prepare to demonstrate your interpersonal skills by engaging in active listening and articulating your thoughts clearly during the interview.
✨Highlight Your Detail Orientation
Since attention to detail is crucial in this role, be ready to provide examples of how you've successfully managed tasks that required precision. Discuss any experiences where your meticulous nature made a difference.
✨Demonstrate Time Management Abilities
In a fast-paced environment like UBS, time management is essential. Prepare to discuss how you prioritise tasks and manage multiple responsibilities effectively, perhaps by sharing specific scenarios from your previous roles.
✨Familiarise Yourself with Microsoft Office Suite
Being proficient in Microsoft Office is a must. Brush up on your skills, especially in Excel and PowerPoint, and be prepared to discuss how you've used these tools in past positions to enhance your work.
