Senior Wealth Strategy Associate

About the role

Assist financial advisors in client conversations, providing analytic information and understanding client 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. Actively participate with Financial Advisors in proactive client outreach, anticipating impacts on clients’ portfolio.

Responsibilities

• Assist financial advisors in client conversations, providing analytic information and understanding client 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.
• Actively participate with Financial Advisors in proactive client outreach, anticipating impacts on clients’ portfolio.

Requirements

• Series 7 and 66 licenses (ideally 3+ years of experience in client service within the finance sector).
• Bachelor's or Master's degree or equivalent, focusing on finance and business administration.
• Strong analytical skills and deep knowledge of investments.
• Excellent written and verbal communication skills.
• Team player and strong interpersonal skills.

Qualifications

Your expertise includes Series 7 and 66 licenses (ideally 3+ years of experience in client service within the finance sector), a Bachelor's or Master's degree or equivalent, focusing on finance and business administration, strong analytical skills and deep knowledge of investments, excellent written and verbal communication skills, and team player and strong interpersonal skills.

Skills

• Strong analytical skills.
• Deep knowledge of investments.
• Excellent written and verbal communication skills.
• Team player and strong interpersonal skills.

Benefits

The team of seasoned financial professionals is committed to helping clients, their businesses, and their organizations create meaningful change. The goal is to simplify clients' financial lives, giving them the clarity and confidence to evaluate their options, make informed decisions, and move forward with purpose.

Pay

Details on pay are not specified in this posting.

Schedule

Details on schedule are not specified in this posting.

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. Join us At UBS, we know that it's our people, with their diverse cultures, perspectives, skills and experiences, 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.