Sr. 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 to support financial advisors in business growth. Analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential changes. Actively participate in proactive client outreach to anticipate impacts on clients' portfolios.

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 to support financial advisors in business growth.
• Analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential changes.
• Actively participate in proactive client outreach to anticipate impacts on clients' portfolios.

Requirements

• Expertise in series 7 and 66 licenses, ideally with 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 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.

Skills

• Series 7 and 66 licenses.
• Experience in client service within the finance sector.
• Strong analytical skills and deep knowledge of investments.
• Excellent written and verbal communication skills.
• Team player and strong interpersonal skills.

Benefits

The indicative gross base salary range as a full-time equivalent role: United States - Missouri - Clayton min USD 75000 - max USD 105000 /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. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

Pay

The indicative gross base salary range as a full-time equivalent role: United States - Missouri - Clayton min USD 75000 - max USD 105000 /annum.

Schedule

Full-Time

Company Information

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.

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.