Your role
Are you skilled at developing wealth management strategies? Does financial data excite you? Are you interested in prospecting for new clients? We are looking for someone with excellent communication and analytical skills to provide support to a dynamic Private Wealth Management team at UBS.

We’re looking for a Wealth Strategy Associate to:

• Collaborate with team to provide client support and high quality service
• Assist financial advisors in client conversations, providing analytic information, and aiming to understand the client’s goals
• Develop customized asset allocation strategies and investment solutions for clients
• Analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential changes
• Provide support for prospecting new clients
• Assist Financial Advisors with client/prospect meetings preparation

Your team
You’ll be working as part of UBS Private Wealth Americas. We are a four person team that advises high net worth and ultra-high net worth individuals and families meet their financial goals.

Your expertise

• Bachelor’s degree or equivalent, focusing on finance
• Series 7 and 66 licenses (or be willing to take the exams within six months of joining)
• Experience in client service, within the finance sector
• Excellent communicator, with top-notch interpersonal skills
• Analytical and logical (you can solve problems like nobody’s business)
• Team player

About us
UBS is the world’s largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it’s our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
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
Job Type: Full-time
Pay: $90,000.00 - $200,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee discount
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Referral program
• Retirement plan
• Vision insurance

Education:

• Bachelor’s (Required)

Experience:

• Financial concepts: 1 year (Preferred)

Work Location: In perso

Please refer the Job description for details