Senior Wealth Strategy Associate

Responsibilities

• Assist financial advisors in client conversations by providing analytical information and understanding client goals
• Develop customized asset allocation strategies and investment solutions for clients
• Support client relationship building and business development activities
• Perform business analytics to support the growth of the financial advisory business
• Analyze and interpret portfolio performance reviews and provide recommendations for potential changes
• Prepare reports and materials for client meetings

Requirements

• Series 7 and 66 licenses (or ability to obtain within 90 days)
• 5+ years of experience within the financial sector
• Bachelor's degree or equivalent
• Strong analytical and numerical skills
• Excellent communication and interpersonal skills

Preferred Qualifications

• CPA designation
• JD degree

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. We place collaboration at the heart of everything we do to help high net worth and ultra-high net worth individuals meet their financial goals.