Senior Wealth Strategy Associate
About The Position
The Senior Wealth Strategy Associate supports financial advisors serving ultra-high-net-worth individuals and families. The role provides analytical information for client conversations, develops customized asset allocation strategies and investment solutions, and supports client relationship building and business development. The associate analyzes portfolio performance and recommends potential changes to financial advisors, while participating in proactive client outreach to anticipate impacts on clients’ portfolios. The position is part of the Wealth Management Americas Private Wealth Management Team - Panava Partners, based in Wayzata, Minnesota. The team provides products and services designed to help clients meet their financial goals.
Requirements
- Series 7 and 66 licenses.
- Ideally 3 to 5 years of client service experience within the finance sector.
- Bachelor’s or master’s degree, or equivalent, focused on finance and business administration.
- Strong analytical skills and deep knowledge of investments.
- Excellent written and verbal communication skills.
- Team player with strong interpersonal skills.
Responsibilities
- Assist financial advisors in client conversations by providing analytics and seeking to understand client goals.
- Develop customized asset allocation strategies and investment solutions for clients.
- Support client relationship building and business development activities.
- Perform business analytics to support financial advisors in growing the business.
- Analyze and interpret portfolio performance reviews and recommend potential changes to financial advisors.
- Participate with financial advisors in proactive client outreach to anticipate impacts on clients’ portfolios.
Benefits
- UBS offers competitive benefits; further information is available at ubs.com/employee-benefits.
- Flexible working options when possible.
- Potential additional variable compensation or awards at UBS’s discretion.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
