Wealth Strategy Associate
: Job Details :

Your role Are you skilled in developing wealth management strategies and interested in the capital markets? Does financial data excite you? We are looking for someone with excellent communication and analytical skills to provide support to a dynamic top 100 Private Wealth Management team at UBS. • Provide support for client relationship experience and business development activities • Integral part in assisting Financial Advisors with client/prospect meeting preparation, providing analytical information and aiming to understand the client's goals • Create, analyze and interpret portfolio performance reviews and make recommendations to Financial Advisors for potential changes • Develop customized asset allocation strategies and investment solutions for clients • Perform business analytics as needed to support financial advisors in the growth of the business • Understand UBS product offering and solutions • Collaborate with team to provide client support and high-quality service • Provide administrative and trading support to the Senior Portfolio Manager in maintaining equity strategy models Detailed salary information: • New York: the salary range for this role is $77000 to $100000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs. From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact? 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. Your team You will be working as part of Private Wealth Management Americas. We are a large team who advises high net worth and ultra-high net worth individuals and families to meet their financial goals. Your expertise • A university degree in finance, economics, business or math • 3+ years' experience in financial services • Excellent Excel and PowerPoint skills (Intermediate to expert) • Required Series SIE, 7 and 66 licenses • Factset or Bloomberg experience (preferred but not required) You are: • Strong analytical and quantitative skills • Exceptional problem-solving skills • Excellent communication skills, both written and oral • Coachable professional with good business sense and an energetic/dynamic personality • Ability to work both independently and as a team player About us UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.. We have a presence in all major financial centers in more than 50 countries. How we hire We may request you to complete one or more assessments during the application process. Learn more Salary information US Only: The expected salary range for this role is $77000 to $100000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.