Your role
• 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
• provide support for client relationship building and business development activities
• perform business analytics as needed to support financial advisors in the growth of the business
• analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change
Function Category
Business development, Business management, administration and support, Client advisory / Relationship management, Portfolio and fund management, Quantitative Analysis
Your team
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits
Your expertise
• series 7 and 66 licenses (or required to obtain within 90 days)
• ideally 5+ years of previous work experience within the financial sector
• bachelor's degree or equivalent, CPA designation or JD preferred
• experience or understanding of investment strategies related to various legal entities such as trusts, estates, LLCs, and Partnerships.
• experience in analysis of account paperwork including but not limited to advisory agreements, letters of authorization, trust and estate documents, and court orders.
• familiarity and prior experience with employee stock plans including executive compensation packages and handling of restricted stock, for example 10b5-1 plans preferred.
• basic understanding of insurance products: Life, liability, disability, and long-term care.
• knowledge of strategies related to philanthropic / charitable gifting.
• methodical and accurate team player with good analytical and numerical skills.
• help with the preparation of reports and other materials for client meetings
• excellent communicator, with top-notch interpersonal skills
How we hire
We may request you to complete one or more assessments during the application process. Learn more
Salary information
The indicative gross base salary range as a full-time equivalent role:
• United States - New York - New York min USD 100000 - max USD 140000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
