Your role
Are you skilled at developing wealth management strategies? Does financial data excite you?
We're looking for a Senior 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
Function Category
Business development, Business management, administration and support, Client advisory / Relationship management, Management and Business Support, Marketing and Communications, Research, Sales and trading, Training and development
Your team
You'll be working as part of Wealth Management Americas. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.
Your expertise
• series 7 and 66 licenses
• ideally 3-5 years of experience in client service, within the finance sector
• bachelor's or master`s degree or equivalent, focusing on financial services
• excellent communicator, with top-notch interpersonal skills
• analytical and logical (you can solve problems like nobody's business)
• team player
How we hire
We may request you to complete one or more assessments during the application process. Learn more
