Senior Wealth Strategy Associate

UBS • Coral Gables, FL

4d

About The Position

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 rmendations to financial advisors for potential change You'll be joining a Private Wealth Management team within Wealth Management Americas (WMA). This streamlined, high-touch team delivers advice-based solutions through a fully integrated suite of products and services tailored to meet theplex needs of ultra-high-net-worth individuals and families

Requirements

• series 7 and 66 licenses (or required to obtain within 90 days)
• ideally 5+ 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 executivepensation 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.
• excellentmunicator, 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 rmendations 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
• Number of Employees: 5,001-10,000 employees