Senior Wealth Strategy Associate

Responsibilities

• Develop customized asset allocation strategies and investment solutions for clients
• Assist financial advisors in client conversations by providing analytical information and understanding client goals
• Support client relationship building and business development activities
• Perform business analytics to support the growth of the practice
• Analyze and interpret portfolio performance reviews and recommend necessary changes
• Act as a primary contact for key relationships and manage a consistent client review process
• Build detailed client profiles and implement client-focused solutions

Requirements

• Active SIE, Series 7, and Series 66 licenses
• Strong analytical thinking and ability to interpret financial data
• Excellent communication and execution skills
• Ability to work in a highly collaborative, high-expectations environment

Preferred Qualifications

• Experience in wealth management or relationship management
• Commitment to obtaining a professional designation (CFA, CFP, CIMA, or CPWA) within two years

About the Company

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, operating in more than 50 markets around the globe. Our Pacific Wealth Group team in Oregon advises ultra-high net worth families, entrepreneurs, and business owners.