You need series 7 & 66 licenses, 5 years finance experience, great communication skills, analytical mindset, and be a team player for this position.

You will assist advisors, develop asset allocation strategies, support client relationships, analyze portfolio reviews, and aid business development activities at UBS.

Banking & Finance

United States

New York

Health Insurance

Life Insurance

Work From Home

Maternity & Paternity Leave

Large

From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that it's our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. Ready to be part of #teamUBS and make an impact? Find out more at ubs.com/careers.

UBS works with individuals, families, institutions, and corporations around the world to help answer some of life's questions – whether through award winning wealth management advisory, investment banking and asset management expertise, or private and corporate banking services in Switzerland*. In June 2023, Credit Suisse became a UBS Group company.

With more than 124,000 colleagues around the world**, we collaborate across all major financial centers in 50 countries**. Although we all come from different backgrounds and specializations, two things unite us: the conviction that we’re stronger together, and the will and curiosity to constantly innovate. That’s the key to us unlocking our full potential (and what we look for in everyone who joins us). It’s also why we’re regularly recognized as an attractive employer.*

Finance

Helping you answer some of life's most important questions

United States - New YorkBusiness development, Business management, administration and support, Client advisory / Relationship management, Finance, Financial Advisors, Management and Business SupportGlobal Wealth ManagementJob Reference #299927BRCityNew YorkJob TypeFull TimeYour roleWe’re looking for a Senior Wealth Strategy Associate to:<ul><li>assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals</li><li>develop customized asset allocation strategies and investment solutions for clients</li><li>provide support for client relationship building and business development activities</li><li>perform business analytics as needed to support financial advisors in the growth of the business</li><li>analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change</li></ul>Detailed Salary Information by city(ies):<ul><li>New York: the salary range for this role is $75000 to $100000</li></ul>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.Your teamYou’ll be working as part of Wealth Management Americas. 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<ul><li>series 7 and 66 licenses</li><li>ideally 5 years of experience in client service, within the finance sector</li><li>excellent communicator, with top-notch interpersonal skills</li><li>analytical and logical (you can solve problems like nobody’s business)</li><li>team player</li></ul>About usUBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal &amp; 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 hireWe may request you to complete one or more assessments during the application process. Learn moreSalary informationUS Only: The expected salary range for this role is $75000 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.Join usAt 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?Contact DetailsUBS Business Solutions SAUBS RecruitingDisclaimer / Policy StatementsUBS 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.

United States - New YorkBusiness development, Business management, administration and support, Client advisory / Relationship management, Finance, Financial Advisors, Management and Business SupportGlobal Wealth ManagementJob Reference #299927BRCityNew YorkJob TypeFull TimeYour roleWe’re looking for a Senior Wealth Strategy Associate to:assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goalsdevelop customized asset allocation strategies and investment solutions for clientsprovide support for client relationship building and business development activitiesperform business analytics as needed to support financial advisors in the growth of the businessanalyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential changeDetailed Salary Information by city(ies):New York: the salary range for this role is $75000 to $100000The 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.Your teamYou’ll be working as part of Wealth Management Americas. 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 expertiseseries 7 and 66 licensesideally 5 years of experience in client service, within the finance sectorexcellent communicator, with top-notch interpersonal skillsanalytical and logical (you can solve problems like nobody’s business)team playerAbout usUBS 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 hireWe may request you to complete one or more assessments during the application process. Learn moreSalary informationUS Only: The expected salary range for this role is $75000 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.Join usAt 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?Contact DetailsUBS Business Solutions SAUBS RecruitingDisclaimer / Policy StatementsUBS 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.

Senior Wealth Strategy Associate

Requirements

Responsibilities

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Mission & Purpose