Senior Wealth Strategy Associate
About the role
We’re looking for a Senior Wealth Strategy Associate to:
- 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
- Provide support for client relationship building and business development activities
- 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
Job Type: Full Time
Location: New York
About your team
You’ll be working as part of Wealth Management Americas. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.
Requirements
- Series 7 and 66 licenses (or required to obtain within 90 days)
- Ideally 5+ years of previous work experience within the financial sector
- Bachelor's degree or equivalent; CPA designation or JD preferred
- Experience or understanding of investment strategies related to various legal entities such as trusts, estates, LLCs, and Partnerships
- Experience in analysis of account paperwork including but not limited to advisory agreements, letters of authorization, trust and estate documents, and court orders
- Familiarity and prior experience with employee stock plans including executive compensation packages and handling of restricted stock, for example 10b5-1 plans preferred
- Basic understanding of insurance products: Life, liability, disability, and long-term care
- Knowledge of strategies related to philanthropic / charitable gifting
- Methodical and accurate team player with good analytical and numerical skills
- Ability to help with the preparation of reports and other materials for client meetings
- Excellent communicator, with top-notch interpersonal skills
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.
Pay
The indicative gross base salary range for this full-time role in New York, New York is USD 100,000 – USD 140,000 per 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.
Benefits
UBS offers a range of competitive benefits. For further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.