Key responsibilities
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
• travel, as needed. Periodic client reviews, finals presentations, periodic client presentations beyond quarterly reviews, team development and other business-related travel as needed. This includes both long road travel up to 4-5 hours(within Florida) and flights within the United States.
• in-office position, with flexibility for remote work (1) once skills demonstrated and aligned to team needs (2) when lead FA is not scheduled in-office (3) when no institutional client reviews are scheduled and (4) when pre-arranged with lead FA..
The team
You'll be working as part of Wealth Management Americas. We help institutional and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. This is a single-team position, no work will be required for other teams whilst the team associate is working for current team as the Senior Wealth Strategy Associate.
Your skills and experience
• series 7 and 66 licenses
• preference on holding either the CIMA® or CFA®
• ideally 5+ years of registered client experience in wealth management, including 2+ years of analytical responsibilities which include portfolio manager research, preparation & evaluation of client performance reporting, client facing capabilities to review client performance or immediate needs as they arise, and the ability to cross-cover administration on clients (journals, distributions, account opening, scheduling, training interns/entry-level team associates, etc.)
• bachelor's/ master's degree or equivalent, focusing on business/finance
• 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
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
