United States - New York

Business management, administration and support

Global Wealth Management

292089BR

New York

Full Time

Do you have knowledge of the financial markets and the analysis and reporting of financial data ? Can you You effectively communicate information and work well with a team ? Can you You build tailored plans and strategies based on an understanding of client needs, goals and risk tolerance by utilizing the tools and resources of the firm, with your knowledge of financial analysis and basic principles of investing. Key Tasks : Relationship Management

• Assist Financial Advisors in client/prospective client meetings by actively listening to conversations, providing relevant

analytical information, and taking accurate notes to ensure an understanding of client's / prospective client's current
financial situation, investment objectives/goals and risk tolerance

• Support Financial Advisors as needed in client relationship building and business development activities

Wealth Management

• Leverage firm platform and develop appropriate financial plans for client / prospect (i.e., FGA) for review by Financial

Advisors

• Develop customized asset allocation strategy and investment solutions for client / prospect for review by Financial

Advisors

• Analyze and interpret portfolio performance reports, in conjunction with information gathered from WM research

and other external parties, and make recommendations to the FA for potential change
Practice Management

• Prepare supporting materials and sample reports that can be used repeatedly in client and prospective client meetings
• Perform business analytics, as needed, to support Financial Advisors in the growth of business (e.g., business plan,

identify client opportunities, book segmentation, etc.)
Talent Management

• Proactively develop self to continuously improve knowledge, skills and credentials and communicate development

needs to Senior Financial Advisors and Branch Manager

• Provide upward and peer feedback to team members

Your team is located in Midtown New York and deal with Ultra high network clients

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.

This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html

CA, CO, WA and NY based roles: The salary range for this role is $75,000 to $98,000 based on experience, education, and skill level. This role may be eligible for discretionary incentive compensation. For benefits information: ubs.com/usbenefits.

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?

UBS Business Solutions SA
UBS Recruiting

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.