Senior Wealth Strategy Associate
Job Type: Full Time
Responsibilities
- 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.
The Team
You’ll be working as part of a team in our Manhattan market. 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.
Skills and Experience
- Series 7 and 66 licenses (ideally).
- 5+ years of experience in client service within the finance sector.
- Bachelor’s degree or equivalent.
- Excellent communicator with top‑notch interpersonal skills.
- Analytical and logical problem‑solving ability.
- Team player.
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. Collaboration is at the heart of everything we do, and we are committed to an inclusive culture that brings out the best in our employees.
Pay
Indicative gross base salary range for a full‑time equivalent role in New York, United States: $90,000 – $140,000 per annum. Final compensation will be determined by factors such as experience, qualifications, education, location and skill level.