Wealth Strategy Associate
Job Summary
We’re seeking a Wealth Strategy Associate to assist financial advisors in client conversations, provide analytic information, develop customized asset allocation strategies, and support business development activities.
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 the growth of the business
- Analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential changes
Requirements
- Ideal candidates will have 3-5 years of experience in client service within the finance sector
- Excellent communication and interpersonal skills
- Analytical and logical problem-solving abilities
- Team player mentality
About UBS
UBS is a leading global wealth manager and universal bank headquartered in Zurich, Switzerland. We offer diversified asset management solutions and focused investment banking capabilities.
Qualifications
- Series 7 and 66 licenses (for registered CSAs only)
Benefits
At UBS, we value diversity and inclusion. We are committed to disability inclusion and offer reasonable accommodations throughout the recruitment process.
Pay and Schedule
Details regarding pay and schedule are not specified in this posting.
Schedule
Details regarding the schedule are not specified in this posting.
Benefits
Details regarding benefits are not specified in this posting.
Skills
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Experience in client service within the finance sector
- Knowledge of Series 7 and 66 licenses (for registered CSAs only)
Benefits
Details regarding benefits are not specified in this posting.
Pay
Details regarding pay are not specified in this posting.
Application Instructions
Details regarding application instructions are not specified in this posting.