Senior Wealth Strategy Associate
UBS•Coral Gables, FL
About The Position
You’ll be working as part of Wealth Management Americas. 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.
Requirements
- series 7 and 66 licenses (for registered CSAs only)
- ideally 5 years of experience in client service, within the finance sector
- excellent communicator, with top-notch interpersonal skills
- analytical and logical
- team player
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
Benefits
- flexible working options when possible
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
