Job Description

Senior Wealth Strategy Associate Location New York, NY (Midtown area) : United States - New York Business development, Business management, administration and support, Client advisory / Relationship management, Financial Advisors, Portfolio and fund management, Sales and trading Global Wealth Management

Job Reference # 290455BR

City

New York

Job Type

Full Time

Your role

• 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
• managing UHNW client relationships with white glove care and attention to detail
• owning projects and seeing them through to completion then applying knowledge learned to other projects proactively
• managing a schedule several weeks in advance to ensure client communication schedule is kept and all client needs are met
• navigating the firm to find solutions to issues quickly
• juggling many issues simultaneously without losing the details
• asking questions or for help when needed, but also learning from those experiences

Your team

You'll be working as part of the Entrepreneurs Group in our Private Wealth Management office. This New York-based team advises a select group of exceptional business builders and their families, supporting them with out-of-the box thinking and total wealth advice for every stage of their life. As a Senior Wealth Strategy Associate, you'll play an important role in supporting and growing the team's business.

Your expertise

• series 7 and 66 licenses
• CFP/CIMA or CFA preferred
• ideally 3 to 5 years of experience in financial services experience
• bachelor's degree required focusing in finance
• excellent communicator, with top-notch interpersonal skills
• strong analytical and logical
• detailed oriented
• dynamic and flexible team player
• takes ownership of projects from inception to completion

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

This role requires an assessment on application. Learn more about how we hire:

Salary information

CA, CO, WA and NY based roles: The salary range for this role is $75,000 to $92,000 based on experience, education, and skill level. This role may be eligible for discretionary incentive compensation. For benefits information: ubs.com/usbenefits.

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs. From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?

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.

Job Tags

Full time, Job sharing, Work at office, Work from home, Flexible hours,

Similar Jobs