United States - District of Columbia, United States - Maryland
Client advisory / Relationship management, Finance
Global Wealth Management
Job Reference #
290792BR
City
Bethesda, Washington
Job Type
Full Time
Your role
We’re looking for a Senior Wealth Strategy Associate to:

• execute equity and fixed income trades regularly
• manage structured products and alternative investments processes
• develop customized asset allocation strategies and investment solutions with financial advisors
• analyze portfolio performance reviews and recommend potential changes to financial advisors
• analyze risks and advantages of investment opportunities for individual client circumstances and make informed recommendations with acknowledgement and in the presence of financial advisors
• participate in client conversations with financial advisors by providing analytic information to help in financial planning and goal clarification
• communicate and represent our team brand to ultra high net worth clients of varying levels of sophistication including corporate executives, business owners, foundations, families and individual investors
• act as primary relationship manager for select households within the book
• perform business analytics as part of the team’s marketing and strategic planning projects to support financial advisors in the growth of the business
• manage several tasks in a fast-paced environment, while delivering accurate and timely results
• prepare performance reports and other materials for clients
• provide coaching support to junior team and contribute to their performance evaluation

Your team
You’ll be working with an established and dynamic 5-person Private Wealth Management team in the Bethesda, MD Office. Our culture blends close-knit with high performance to create growth-focused results within a challenging and rewarding work environment. Our team values prioritize competence, care, initiative, creativity, and communication. We live diversity, equity, and inclusion. It stimulates growth, strengthens our business and brings value to our clients.
Your expertise

• series 7 and 66 licenses
• 7 years of experience of client reporting, market research and daily trading
• bachelor's degree or equivalent, focusing on Finance, Economics or Business Management
• CFA designation or Levels I or II is a huge plus, but not required
• detail oriented (nothing gets past you)
• analytical and logical (you can solve problems like nobody’s business)
• experience working across trading platforms
• skilled at developing wealth management strategies
• high proficiency in Microsoft Office Suite
• you answered affirmatively to every question in the first section above

About 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 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 we’re 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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