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Wealth Strategy Associate

2 months ago

Greenwich, Connecticut, United States UBS Financial Services Full time
Job Summary

We are seeking a highly skilled Wealth Strategy Associate to join our team at UBS Financial Services. As a key member of our wealth management team, you will play a critical role in supporting our Financial Advisors in developing and implementing comprehensive wealth management plans for our clients.

Key Responsibilities
  • Conduct thorough due diligence on client financial situations, goals, and risk tolerance to develop tailored wealth management plans.
  • Prepare and review quarterly investment/plan reviews for large and mega market clients, ensuring accurate and timely reporting.
  • Interact with third-party vendors, including record keepers and investment managers, to ensure seamless execution of client plans.
  • Assist Financial Advisors in client/prospective client meetings, providing analytical information and taking accurate notes to ensure a deep understanding of client needs.
  • Support Financial Advisors in client relationship building and business development activities, leveraging firm platform and developing appropriate financial plans for client/prospect review.
Requirements
  • Bachelor's degree required; financial planning/analysis experience preferred.
  • Strong analytical and communication skills, with ability to work well in a team environment.
  • Knowledge of financial markets and analysis/reporting of financial data.
  • CIMA, Certified Investment Management Analyst certification preferred.
What We Offer
  • Competitive salary: $80,000.00 - $100,000.00 per year.
  • Comprehensive benefits package, including 401(k) matching, dental insurance, health insurance, and paid time off.
  • Tuition reimbursement and education assistance.