Jobs · OTHR · Tennessee

Wealth Strategy Associate

UBS · Johnson City, TN · 3 days ago
On-siteOTHRFull-time

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.

About the role

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.

Responsibilities

  • Collaborate with cross-functional teams to deliver high-quality products and services.
  • Adhere to regulatory requirements and maintain compliance.
  • Contribute to the development and implementation of new strategies and initiatives.
  • Provide feedback and suggestions to improve processes and workflows.

Requirements

  • At least a bachelor's degree in finance, economics, business administration, or a related field.
  • Minimum 3 years of relevant work experience in a financial services environment.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Proficiency in Microsoft Office Suite.

Qualifications

  • Knowledge of financial markets and investment products.
  • Experience with data analysis and reporting tools.
  • Ability to manage multiple projects simultaneously.
  • Passion for continuous learning and professional development.

Skills

  • Strong leadership and team management skills.
  • Effective time management and organizational skills.
  • Ability to work independently and as part of a team.
  • Excellent written and verbal communication skills.

Benefits

  • Competitive compensation package including base salary and performance bonuses.
  • Flexible working hours and remote work options.
  • Comprehensive health and wellness programs.
  • Professional development opportunities and training programs.
  • Employee referral program.

Pay

Compensation is commensurate with experience.

Schedule

Full-time position.

Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, 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're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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