Senior Wealth Strategy

Key Responsibilities

• Assist financial advisors in client conversations by providing analytic information and understanding the client’s goals.
• Develop customized asset allocation strategies and investment solutions for clients.
• Support client relationship building and business development activities.
• Perform business analytics to help financial advisors grow their business.
• Analyze and interpret portfolio performance reviews and recommend potential changes to financial advisors.

Your Skills And Experience

• Series 7 and 66 licenses (ideally).
• 3+ years of experience in client service within the finance sector.
• Bachelor’s degree or equivalent, focusing on business or finance.
• Excellent communicator with top-notch interpersonal skills.
• Demonstrated problem-solving, analytical, and organizational skills.
• Detail-oriented with proficiency in multi-tasking.
• Desire to learn about financial markets.

About Us

UBS is a leading global wealth manager and the leading universal bank in Switzerland. We provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS operates in over 50 markets worldwide. Collaboration is central to our work, as we believe that great achievements are accomplished together.