UBS

Senior Wealth Strategy Associate

UBS • $95K — $115K *
Salt Lake City, UT 84118In-Person
Finance & Insurance
Less than 5 years of experience
Reposted Today
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Job Overview by Ladders

Qualifications

  • 5+ years of experience in wealth management or financial services
  • Strong understanding of investment strategies and financial markets
  • Proven track record in client relationship management
  • Ability to analyze complex financial information effectively
  • Experience in coaching or mentoring junior team members

Responsibilities

  • Build and maintain strong relationships with clients
  • Analyze investment opportunities and provide informed recommendations
  • Coach junior team members and assist with their performance reviews
  • Leverage firm resources to design tailored financial plans
  • Develop and implement customized asset allocation strategies
  • Interpret portfolio performance reports and suggest necessary changes
  • Provide business analytics to support growth initiatives

Benefits

  • Opportunity to work with an established Private Wealth team
  • Access to the firm's extensive resources and platforms
  • Collaborative office environment in Salt Lake City
  • Professional development and mentorship opportunities
  • Participation in performance evaluations and team building activities
Full Job Description
Your role

Are you skilled at developing wealth management strategies? Does financial data excite you?

We're looking for a Wealth Strategy Associate to:
• 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

Your team

You'll be working in the Salt Lake City office with a Private Wealth team

Your expertise
• Client relationship building and business development
• Analyze risks and advantages of investment opportunities for client's individual financial circumstance and make informed recommendations with acknowledgment and in the presence of FA
• Provide coaching and support to junior team and contribute to their performance evaluations
• Leverage firm platform and develop appropriate financial plans for clients

About UBS

UBS Group AG is a Swiss multinational investment bank and financial services company founded in 1862 and headquartered in Zurich, Switzerland. UBS is one of the largest and most respected financial institutions in the world, with a presence in over 50 countries. The company offers a wide range of financial services to its clients, including wealth management, investment banking, asset management, and retail banking. UBS is committed to providing its clients with innovative and effective financial solutions that meet their unique needs and goals.
Learn more about UBS
Size
71,697 employees
Market Cap
$64.8 billion
Industry
Finance & Insurance
Founded
1854
5 Year Trend
-6.5%
NASDAQ
UBS
* Ladders Estimates
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