Senior Wealth Strategy Associate

2 weeks ago

Union, United States UBS Full time

United States - Ohio Client advisory / Relationship management, Finance, Financial Advisors, Sales, Strategy Global Wealth Management Job Reference 282911BR City Cincinnati Job Type Full Time Your role As a Senior Wealth Strategy Associate, youll work closely with clients, focusing on financial goals, risk assessment, investment analysis, and estate planning. Collaborate with the team to craft tailored wealth management plans, optimize investments, and provide comprehensive financial guidance. Your role ensures clients financial success and legacy preservation. Were looking for a Senior Wealth Strategy Associate to: Develop strong client relationships by assessing their financial goals, risk tolerance, and long-term objectives, with a particular focus on estate planning needs. Collaborate with advisor to craft tailored wealth management plans that encompass tax optimization, retirement planning, and strategic estate planning. Play a pivotal role in investment analysis and portfolio construction. Rigorously analyze market trends, asset classes, and investment opportunities. Develop and maintain diversified investment portfolios tailored to individual client objectives, accounting for risk tolerance and estate planning goals. Continuously monitor investment portfolio performance, making data-driven decisions to optimize returns and mitigate risks. Proactively recommend adjustments to align with evolving client objectives, including estate planning milestones. Educate clients on sophisticated investment concepts, market dynamics, and the intersection of investments with estate planning goals. Empower clients to make informed decisions. Stay informed about financial markets, economic trends, and investment opportunities. Conduct research to support investment decisions and identify potential opportunities. Prepare and maintain accurate client records, financial plans, and investment reports. Ensure compliance with regulatory requirements. Work closely with other team members to deliver a seamless client experience. Your team Youll be working as part a successful team in our Kenwood, Ohio Branch. 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 series 7 and 66 licenses ideally 5 years of experience in client service, within the finance sector bachelor's or master`s degree or equivalent excellent communicator high level of attention to detail and strong organizational skills About us UBS is the worlds 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 This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html 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 were 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.

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