Wealth Strategy Associate

UBS • New York, NY

3d • $70,000 - $95,000 • Onsite

About The Position

The Wealth Strategy Associate works with financial advisors in UBS Wealth Management Americas’ New York International Group branch office in midtown Manhattan, supporting service to high-net-worth and ultra-high-net-worth individuals and families. The role provides analytics and insights for client conversations, develops customized asset allocation strategies and investment solutions, supports client relationship building and business development, and analyzes portfolio performance to recommend potential changes to financial advisors.

Requirements

• Series 7 and 66 licenses.
• Ideally, 3–5 years of experience in client service within the finance sector.
• Bachelor’s degree or equivalent, focusing on Finance.
• Excellent communication and interpersonal skills.
• Analytical and logical problem-solving ability.
• Ability to work as a team player.

Responsibilities

• Assist financial advisors in client conversations by providing analytic information and seeking to understand clients’ goals.
• Develop customized asset allocation strategies and investment solutions for clients.
• Support client relationship-building and business development activities.
• Perform business analytics as needed to support financial advisors in growing the business.
• Analyze and interpret portfolio performance reviews and recommend potential changes to financial advisors.

Benefits

• UBS offers a range of competitive benefits; further details are available at ubs.com/employee-benefits.
• Flexible working options when possible.
• Opportunities to grow.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level