Senior Wealth Strategy Associate

UBS•Coral Gables, FL

12d•Onsite

About The Position

We’re looking for a Senior Wealth Strategy Associate to assist Financial Advisors with client/potential client meetings and provide support for client relationship building and business development activities. This role involves preparing supporting materials and sample reports for client meetings, assisting in client conversations by providing analytic information and understanding client goals, developing customized asset allocation strategies and investment solutions, performing business analytics to support financial advisors in business growth, and analyzing and interpreting portfolio performance reviews to make recommendations for potential changes. You will be the point of contact for client services requests and operational processing for prospects and existing clients of the Financial Advisor.

Requirements

Series 7 and 66 licenses
Experience in client service, within the finance sector
Bachelor's or Master's degree or equivalent
Excellent communicator, with top-notch interpersonal skills
Analytical and logical (you can solve problems like nobody’s business)
Fluent in English and Spanish

Responsibilities

Assist Financial Advisors with client/potential client meetings and provide support for client relationship building and business development activities
Prepare supporting materials and sample reports that can be used repeatedly in client and potential client meetings
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
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