Wealth Strategy Associate
Job Reference #
314742BR
Job Type
Full Time
Your role
Are you skilled at developing wealth management strategies? Does financial data excite you?
Were looking for a Wealth Strategy Associate to:
assist financial advisors in client conversations, providing analytic information and aiming to understand the clients 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
Youll be working in the Coral Gables UBS office. 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, youll play an important role in the client experience.
Your expertise
series 7 and 66 licenses
ideally 2- 5 years of experience in client service, within the finance sector
bachelor's degree or equivalent, focusing on business or related field
excellent communicator, with top-notch interpersonal skills
analytical and logical
team player
demonstrated proficiency in Microsoft Office (Outlook, Word, PowerPoint, Excel)
strong written and verbal communicator (and you know how to handle challenging situations)
independent, motivated, proactive, and focused
bi-lingual in English and Spanish
About Us
UBS is the worlds 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 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 were 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.
Apply Now
314742BR
Job Type
Full Time
Your role
Are you skilled at developing wealth management strategies? Does financial data excite you?
Were looking for a Wealth Strategy Associate to:
assist financial advisors in client conversations, providing analytic information and aiming to understand the clients 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
Youll be working in the Coral Gables UBS office. 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, youll play an important role in the client experience.
Your expertise
series 7 and 66 licenses
ideally 2- 5 years of experience in client service, within the finance sector
bachelor's degree or equivalent, focusing on business or related field
excellent communicator, with top-notch interpersonal skills
analytical and logical
team player
demonstrated proficiency in Microsoft Office (Outlook, Word, PowerPoint, Excel)
strong written and verbal communicator (and you know how to handle challenging situations)
independent, motivated, proactive, and focused
bi-lingual in English and Spanish
About Us
UBS is the worlds 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 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 were 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.
Apply Now