Wealth Strategy Associate
: Job Details :

Job Reference: 316983BR

City: New York

Job Type: Full Time

Your Role

Are you skilled at developing wealth management strategies? Does financial data excite you?

We're looking for a 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

Salary Information

New York: the salary range for this role is $55000 to $77000. The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.

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 the success of our team.

Your Expertise

series 7 and 66 licenses

ideally 3-5 years of experience in client service, within the finance sector

bachelor's degree or equivalent, focusing on Finance or Business preferred

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.

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. 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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