Senior Wealth Strategy Associate

UBS • New York, NY

64d • $100,000 - $140,000

About The Position

Your role 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 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. 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.

Requirements

• series 7 and 66 licenses (or required to obtain within 90 days)
• ideally 5-7 years of previous work experience within the financial sector
• bachelor's degree or equivalent, CPA designation or JD preferred
• experience or understanding of investment strategies related to various legal entities such as trusts, estates, LLCs, and Partnerships.
• experience in analysis of account paperwork including but not limited to advisory agreements, letters of authorization, trust and estate documents, and court orders.
• familiarity and prior experience with employee stock plans including executive compensation packages and handling of restricted stock, for example 10b5-1 plans preferred.
• basic understanding of insurance products: Life, liability, disability, and long-term care.
• knowledge of strategies related to philanthropic / charitable gifting.
• methodical and accurate team player with good analytical and numerical skills.
• excellent communicator, with top-notch interpersonal skills

Responsibilities

• 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
• help with the preparation of reports and other materials for client meetings

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Number of Employees: 5,001-10,000 employees