Wealth Strategy Associate

UBS • Miami, FL

69d

About The Position

As a Financial Advisor Assistant at UBS, you will play a crucial role in supporting Financial Advisors during client and prospective client meetings. Your responsibilities will include actively listening to conversations, providing relevant analytical information, and taking accurate notes to ensure a comprehensive understanding of clients' financial situations, investment objectives, and risk tolerances. You will also assist in client relationship building and business development activities, leveraging the firm's platform to develop appropriate financial plans and customized asset allocation strategies for review by Financial Advisors. Additionally, you will analyze portfolio performance reports and make recommendations for potential changes based on your findings. Your role will also involve preparing supporting materials and sample reports for client meetings, performing business analytics to support growth, and proactively developing your skills and knowledge.

Requirements

• 5 years of experience in financial related/analytical roles preferred.
• Bachelor's degree required, with a major in finance or business preferred.
• Series 7 and 66 licenses required.
• Excellent skills in Microsoft Office Suite, particularly MS Excel.
• Detail-oriented with exceptional analytic skills.
• Good written and verbal communication skills.
• Fluent in Spanish required.

Responsibilities

• Assist Financial Advisors in client/prospective client meetings by actively listening to conversations, providing relevant analytical information, and taking accurate notes.
• Support Financial Advisors in client relationship building and business development activities.
• Leverage firm platform to develop appropriate financial plans for clients/prospects for review by Financial Advisors.
• Develop customized asset allocation strategies and investment solutions for clients/prospects for review by Financial Advisors.
• Analyze and interpret portfolio performance reports and make recommendations to Financial Advisors for potential changes.
• Prepare supporting materials and sample reports for client and prospective client meetings.
• Perform business analytics to support Financial Advisors in business growth.
• Proactively develop self to improve knowledge, skills, and credentials.
• Provide upward and peer feedback to team members.

What This Job Offers

• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees