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Wealth Strategy Associate

2 months ago

Ponte Vedra Beach, Florida, United States UBS Full time

About the Role

We are seeking a skilled Wealth Strategy Associate to join our team at UBS. As a key member of our Wealth Management Americas division, you will play a critical role in helping high net worth and ultra-high net worth individuals and families achieve their financial goals.

Key Responsibilities

  • Assist financial advisors in client conversations, providing analytical information and insights to support informed decision-making.
  • Develop customized asset allocation strategies and investment solutions for clients, leveraging your analytical and logical skills to drive results.
  • Support client relationship building and business development activities, working closely with financial advisors to identify new opportunities and grow the business.
  • Perform business analytics as needed to support financial advisors in the growth of the business, analyzing and interpreting portfolio performance reviews to inform recommendations.

About You

We are looking for a highly skilled and experienced professional with a strong background in client service, finance, and business. Key qualifications include:

  • Series 7 and 66 licenses
  • At least 5 years of experience in client service, preferably within the finance sector
  • Bachelor's or master's degree in business or a related field
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
  • Strong analytical and logical skills, with the ability to solve complex problems and drive results
  • Team player with a collaborative mindset

About UBS

UBS is the world's largest and only truly global wealth manager, operating through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank. With a presence in all major financial centers in over 50 countries, we offer a unique opportunity to work with a global team and contribute to our ongoing success.