Senior Wealth Strategy Associate
Apply NowCompany: UBS
Location: Miami, FL 33186
Description:
Your role
Are you skilled at developing wealth management strategies? Does financial data excite you?
We're looking for a Senior 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
Your team
You'll be working on our Wealth Management team. Our role is to manage, preserve and grow the wealth of our clients. Our team offers solutions for managing wealth and planning for succession.
Your expertise
ideally 3-5 of experience as a financial services CSA, administrative manager, operations manager or similar role
series 7 and 66 (bachelor`s degree a plus)
demonstrated proficiency in Microsoft Office (Outlook, Word, PowerPoint, Excel)
skilled at managing people
strong written and verbal communicator (and you know how to handle challenging situations)
independent, motivated, proactive, and focused
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.
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?
Are you skilled at developing wealth management strategies? Does financial data excite you?
We're looking for a Senior 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
Your team
You'll be working on our Wealth Management team. Our role is to manage, preserve and grow the wealth of our clients. Our team offers solutions for managing wealth and planning for succession.
Your expertise
ideally 3-5 of experience as a financial services CSA, administrative manager, operations manager or similar role
series 7 and 66 (bachelor`s degree a plus)
demonstrated proficiency in Microsoft Office (Outlook, Word, PowerPoint, Excel)
skilled at managing people
strong written and verbal communicator (and you know how to handle challenging situations)
independent, motivated, proactive, and focused
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.
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?