Senior Wealth Strategy Associate

Your role

A Senior Wealth Strategy Associate develops tailored wealth management plans and strategies for the branch
team.
Key Responsibilities:
* Client relationship building and business development
* Analyze risks and advantages of investment opportunities for client’s individual financial circumstance and
make informed recommendations with acknowledgment and in the presence of FA
* Provide coaching and support to junior team and contribute to their performance evaluations

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.

Your team

You'll be working in the Salt Lake City office with a Private Wealth team

Your expertise

Leverage firm platform and develop appropriate financial plans for clients
* Develop customized asset allocation strategy and investments
* Analyze and interpret portfolio performance reports and make recommendations for change with
acknowledgment of FA
* Provide business analytics support to sustain the growth of business

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.