Wealth Strategy Associate

Your role

A Wealth Strategy Associate provides support to the branch team in the development of wealth management
strategies and marketing efforts.

Key Responsibilities:
* Assist Financial Advisors with client/potential client meetings and provide support for client relationship
building and business development activities
* Prepare supporting materials and sample reports that can be used repeatedly in client and potential client
meetings
* Perform business analytics as needed to support Financial Advisors in the growth of the business
* Drive marketing efforts of the team including activities such as contacting current or potential clients,
advertising, preparing and participating in client seminars and other marketing efforts

Key Deliverables:
* Leverage firm platform and develop financial plans for clients
* Develop customized asset allocation strategies and investment solutions for clients
* Analyze and interpret portfolio performance reviews and make recommendations to Financial Advisors for
potential change
* Develop or customize marketing plans and materials for targeted at current and potential clients

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 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 expertise

• SIE, Series 7, Series 66 or combined 63 and 65
• High school diploma or equivalent (college degree a plus)
• Proven written and verbal communication skills
• Independent, motivated, proactive and focused to take action
• Passionate about the client experience, with strong interpersonal skills
• Self-starter who is comfortable managing complex and evolving situations

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.