UBS
Senior Wealth Strategy Associate
at UBS
Job Type:
Full Time
Job Reference # : 332457BR
City:
Coral Gables
Your team:
You’ll be joining a Private Wealth Management team within Wealth Management Americas (WMA). This streamlined, high‑touch team delivers advice‑based solutions through a fully integrated suite of products and services tailored to meet the complex needs of ultra‑high‑net‑worth individuals and families.
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 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.
Qualifications
Series 7 and 66 licenses (or required to obtain within 90 days).
Ideally 5+ years of previous work experience within the financial sector.
Bachelor’s degree or equivalent; CPA designation or JD preferred.
Experience or understanding of investment strategies related to various legal entities such as trusts, estates, LLCs, and partnerships.
Experience in analysis of account paperwork including advisory agreements, letters of authorization, trust and estate documents, and court orders.
Familiarity and prior experience with employee stock plans including executive compensation packages and handling of restricted stock, e.g., 10b5‑1 plans preferred.
Basic understanding of insurance products: Life, liability, disability, and long‑term care.
Knowledge of strategies related to philanthropic / charitable gifting.
Methodical and accurate team player with good analytical and numerical skills.
Help with the preparation of reports and other materials for client meetings.
Excellent communicator, with top‑notch interpersonal skills.
About Us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves.
Join us
and discover more about UBS careers at ubs.com/careers.
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
at UBS
Job Type:
Full Time
Job Reference # : 332457BR
City:
Coral Gables
Your team:
You’ll be joining a Private Wealth Management team within Wealth Management Americas (WMA). This streamlined, high‑touch team delivers advice‑based solutions through a fully integrated suite of products and services tailored to meet the complex needs of ultra‑high‑net‑worth individuals and families.
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 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.
Qualifications
Series 7 and 66 licenses (or required to obtain within 90 days).
Ideally 5+ years of previous work experience within the financial sector.
Bachelor’s degree or equivalent; CPA designation or JD preferred.
Experience or understanding of investment strategies related to various legal entities such as trusts, estates, LLCs, and partnerships.
Experience in analysis of account paperwork including advisory agreements, letters of authorization, trust and estate documents, and court orders.
Familiarity and prior experience with employee stock plans including executive compensation packages and handling of restricted stock, e.g., 10b5‑1 plans preferred.
Basic understanding of insurance products: Life, liability, disability, and long‑term care.
Knowledge of strategies related to philanthropic / charitable gifting.
Methodical and accurate team player with good analytical and numerical skills.
Help with the preparation of reports and other materials for client meetings.
Excellent communicator, with top‑notch interpersonal skills.
About Us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves.
Join us
and discover more about UBS careers at ubs.com/careers.
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