
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
jobsvilla.net