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Senior Wealth Strategy Associate

4 months ago

Coral Gables, United States UBS Full time

United States - Florida Finance Global Wealth Management Job Reference 297431BR City Coral Gables Job Type Full Time Your role Are you an innovative thinker? Are you focused on the details, even when under pressure? Are you a detail-oriented multitasker? Were looking for a Senior Wealth Strategy Associate to: Assist financial advisors in client conversations, providing analytic information and aiming to understand the clients 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. Qualified Applicants apply through SH-ProfRecruitingccubs.com. Please reference 001002. NO CALLS PLEASE. EOE/M/F/D/V Your team Your team Diversity helps us grow, together. Thats why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients. Youll be working in the Wealth Management Branch team in Coral Gables, FL. Your expertise Education & Experience Requirement Bachelors degree in International Relations, Finance or a related field of study plus 1 years of experience in the job offered or 1 years of experience as a Client Service Associate, Financial Controller, Investment Management Analyst or a related occupation. Position requires experience with the following: Develop customized asset allocation strategy and investment solutions for client; Analyze and interpret portfolio performance reports; Trading capabilities in equity, fixed income and options; Alternative investment preparation and subscription; Offshore KYC and tax packets for client investments; Financial metrics used in customized reports including LTV, coverage ratio, cash flow analysis and debt to equity ratios. FINRA series 7 and 66 licenses. LI-DNI 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 We may request you to complete one or more assessments during the application process. Learn more 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.