Friday , February 23 2024

UBS Recruitment – Sr. Wealth Strategy Associate

Website UBS

Job Description:

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.

Job Responsibilities:

  • 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

Job Requirements:

  • series 7 and 66 licenses
  • ideally 3 years of experience in client service, within the finance sector
  • bachelor’s degree or equivalent, focusing on finance
  • excellent communicator, with top-notch interpersonal skills
  • analytical and logical (you can solve problems like nobody’s business)

Job Details:

Company: UBS

Vacancy Type:  Full Time

Job Location: Philadelphia, PA, US

Application Deadline: N/A

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