Wealth Strategy Associate

Job Reference #
329312BR

Job Type
Full Time

Your role

• 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
Your job as a Wealth Strategy Associate is to support your team in the development of various wealth management

plans and strategies (e.g., financial plans, investment plans, etc.). 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. In addition, you assist Financial Advisors in client conversations by actively listening to the client needs so that you can assist in the development of wealth management plans that are reviewed and considered by the Financial Advisor. You have knowledge of the financial markets and the analysis and reporting of financial data. You are analytic, detail and service oriented. You effectively communicate information and work well with a team. You report directly to the Branch Administrative Manager or Branch Operations Manager.

Your expertise
5 years of experience; Work experience in financial related / analytical roles preferred

• Bachelor degree required with major in finance or business preferred
• Series 7 and 66 required
• Excellent skills in Microsoft Office Suite- MS Excel in particular
• Detail orientated with exceptional analytic skills
• Good written and verbal communication skills
• Fluent in Spanish required
  
  

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

Join us
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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.