Senior Wealth Strategy Associate
UBS•New York, NY
•$90,000 - $140,000•Onsite
About The Position
You’ll be working as part of a team in our Manhattan Market. 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
- ideally 5+ years of experience in client service, within the finance sector
- bachelor's degree or equivalent
- excellent communicator, with top-notch interpersonal skills
- analytical and logical (you can solve problems like nobody’s business)
- 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
- competitive benefits
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What This Job Offers
Job Type
Full-time
Career Level
Senior
