Senior Wealth Strategy Associate

UBS•New York, NY

46d•$90,000 - $140,000•Onsite

About The Position

We’re looking for a Senior Wealth Strategy Associate to assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals. This role involves developing customized asset allocation strategies and investment solutions for clients, providing support for client relationship building and business development activities, performing business analytics as needed to support financial advisors in the growth of the business, and analyzing and interpreting portfolio performance reviews and making recommendations to financial advisors for potential change. 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 (or required to obtain within 90 days)
ideally 5+ years of previous work experience within the financial sector
bachelor's degree or equivalent
methodical and accurate team player with good analytical and numerical skills
help with the preparation of reports and other materials for client meetings
excellent communicator, with top-notch interpersonal skills

Nice To Haves

CPA designation or JD preferred

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