UBS
Overview
Job Reference # : 326575BR
City : Billings
Job Type : Full Time
Your role Are you skilled at developing wealth management strategies? Does financial data excite you?
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 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. As a Wealth Strategy associate, you’ll play an important role in our market.
Your expertise
series 7 and 66 licenses (for registered CSAs only)
ideally [range/number] years of experience in client service, within the finance sector
bachelor's or master` s degree or equivalent, focusing on finance and/or business
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 the 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. We have a presence in all major financial centers in more than 50 countries.
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.
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.
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City : Billings
Job Type : Full Time
Your role Are you skilled at developing wealth management strategies? Does financial data excite you?
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 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. As a Wealth Strategy associate, you’ll play an important role in our market.
Your expertise
series 7 and 66 licenses (for registered CSAs only)
ideally [range/number] years of experience in client service, within the finance sector
bachelor's or master` s degree or equivalent, focusing on finance and/or business
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 the 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. We have a presence in all major financial centers in more than 50 countries.
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.
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.
#J-18808-Ljbffr