Description

Job Reference #
335602BR

Business Divisions
Global Wealth Management

Your role
 Expected to lead the strategic implementation of client goals and objectives by sourcing fixed income debt instruments.
 Responsible for presenting fixed income debt instruments ideas to Portfolio Manager and execute trades in compliance with client Investment Policy parameters.
 Update team on current economic, capital markets and credit conditions.
 Daily monitoring of portfolios and compliance with respect to alignment with active investment policy guidelines and consistency with client objectives.
 Collaborate with the portfolio managers, operations and marketing departments.
 Own and lead special projects and client related requests (includes portfolio / performance analysis, audit requests).

Detailed salary information:
• Chicago: the salary range for this role is $60000 to $70000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.

Title
Client Associate

City
Chicago

Job Type
Full Time

Country / State
United States - Illinois

Function Category
Finance

Join us
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.

Disclaimer / Policy statements
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.

Your team
The Corporate Cash Management Team located in our downtown Chicago office is part of Wealth Management Americas. Our team delivers separately managed, fixed income investment portfolios for corporate, institutional, and High Net Worth clients.

Your expertise
• ideally 2 or more years of experience working with high-net-worth clients and/or institutional clients
• highly organized with strong attention to detail and ability to prioritize tasks
• strong written and verbal communication skills
• eager to learn, results oriented, a self-starter, motivated
• sense of urgency and purpose within an ever-changing environment
• previous experience in client service and/or trading and operations within the financial services working in a fast-paced environment
• bachelor's Degree required
• Series 7 and 66 licensed preferred, or the ability to obtain licenses once on boarded, sponsored by UBS.

About us
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.

How we hire
We may request you to complete one or more assessments during the application process. Learn more

Salary information
US Only: The expected salary range for this role is $60000 to $70000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.



Requisition #: 335602BR

r1d4rh5eu