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Senior Wealth Strategy Associate
role at
UBS .
Overview Are you skilled at developing wealth management strategies? Does financial data excite you? We’re looking for a Senior Wealth Strategy Associate to provide analytical support to high-net-worth advisors and help shape client investment strategies.
Responsibilities
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 to support financial advisors in growing the business.
Analyze and interpret portfolio performance reviews and make recommendations to financial advisors.
Qualifications
Series 7 and 66 licenses.
Ideally 5+ years of experience in client service within the finance sector.
Bachelor’s or master’s degree, or equivalent, focusing on finance.
Excellent communication, with top-notch interpersonal skills.
Analytical and logical problem‑solving ability.
Team player.
Location Newport Beach, CA.
Compensation US Only: The expected salary range for this role is $70,000 to $92,000.
Benefits For benefits information, visit ubs.com/usbenefits.
Employment Type Full Time.
Job Reference 328766BR.
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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Senior Wealth Strategy Associate
role at
UBS .
Overview Are you skilled at developing wealth management strategies? Does financial data excite you? We’re looking for a Senior Wealth Strategy Associate to provide analytical support to high-net-worth advisors and help shape client investment strategies.
Responsibilities
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 to support financial advisors in growing the business.
Analyze and interpret portfolio performance reviews and make recommendations to financial advisors.
Qualifications
Series 7 and 66 licenses.
Ideally 5+ years of experience in client service within the finance sector.
Bachelor’s or master’s degree, or equivalent, focusing on finance.
Excellent communication, with top-notch interpersonal skills.
Analytical and logical problem‑solving ability.
Team player.
Location Newport Beach, CA.
Compensation US Only: The expected salary range for this role is $70,000 to $92,000.
Benefits For benefits information, visit ubs.com/usbenefits.
Employment Type Full Time.
Job Reference 328766BR.
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