Wealth Strategy Associate

Job summary

The Wealth Strategy Associate assists financial advisors by providing analytic information and developing customized asset allocation strategies for clients. They also support client relationship building, business development, and interpret portfolio performance to make recommendations.

Job details

KEY RESPONSIBILITIES Are you skilled at developing wealth management strategies? Does financial data excite you? We’re looking for a Wealth Strategy Associate to: • 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 THE TEAM You’ll be working in the UBS Red Bank, NJ office as part of Wealth Management Americas. 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. YOUR SKILLS AND EXPERIENCE • series 7 and 66 licenses • ideally 5 years of experience in client service, within the finance sector • bachelor's equivalent • excellent communicator, with top-notch interpersonal skills • analytical and logical (you can solve problems like nobody’s business) • team player ABOUT US UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers [https://www.ubs.com/careers]. HOW WE HIRE We may request you to complete one or more assessments during the application process. Learn more [https://www.ubs.com/global/en/careers/experienced-professionals.html#toplevelgrid_copy_co_1598528519_1605011218248] SALARY INFORMATION The indicative gross base salary range as a full-time equivalent role: • United States - New Jersey - Red Bank min USD 55000 - max USD 85000 /annum The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits [https://ubs.com/employee-benefits]. We may, at our sole discretion, provide additional variable compensation or awards. JOIN US At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves. We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. [https://www.ubs.com/global/en/careers/search-jobs/support.html] DISCLAIMER / POLICY STATEMENTS UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

What you’ll do

The Wealth Strategy Associate assists financial advisors by providing analytic information and developing customized asset allocation strategies for clients. They also support client relationship building, business development, and interpret portfolio performance to make recommendations.

Requirements

Candidates must hold Series 7 and 66 licenses and possess a bachelor's degree. Ideally, applicants should have 5 years of experience in client service within the finance sector along with strong analytical and communication skills.

Listed skills

• Financial analysis · Preferred
• Client Relationship Management · Preferred
• Business development · Preferred
• Communication · Preferred
• interpersonal skills · Preferred
• Teamwork · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Wealth management
• Financial analysis
• Asset allocation
• Investment solutions
• Client relationship management
• Business development
• Business analytics
• Portfolio performance review
• Communication
• Interpersonal skills
• Analytical skills
• Logical problem solving
• Teamwork
• Artificial Intelligence
• Asset Allocation
• Asset Management
• Business Development
• Business Analytics
• Investments
• Customer Service
• Customer Relationship Building
• Finance
• Financial Data
• Interpersonal Communications
• Investment Banking
• Performance Review
• Wealth Management
• FINRA Series 7 (General Securities Representative)

Job areas

• Finance & Accounting
• Management & Leadership
• Data & Analytics
• Customer Service & Support
• Wealth Strategy Associate
• Personal Financial Advisor (General)
• Financial and Investment Advisers
• Personal Financial Advisors

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