Senior Wealth Strategy Associate

UBS • Wellesley, MA

255d • $70,000 - $92,000

About The Position

Are you skilled at developing wealth management strategies? Does financial data excite you? We're looking for a Senior Wealth Strategy Associate to assist a leading Advisor in client conversations, providing analytic information and aiming to understand the client's goals. You will 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, and analyze and interpret portfolio performance reviews, making recommendations to financial advisors for potential change.

Requirements

• Series 7 and 66 licensed
• CFP Designated
• Ideally 8+ years of experience in client service, within the finance sector
• Bachelor's degree, Masters preferred
• Excellent communicator, with top-notch interpersonal skills
• Analytical and logical problem-solving skills
• Organized, self-starter, who works well under pressure
• Team player
• Mandarin speaker a plus

Responsibilities

• Assist a leading Advisor 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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree