What are the responsibilities and job description for the Senior Wealth Strategy Associate position at UBS?
Job Reference #
311273BR
Job Type
Full Time
Your role
Are you skilled at developing wealth management strategies? Does financial data excite you? Are you seeking more client interaction?
We’re looking for a Senior Wealth Strategy Associate to:
Your team
You’ll be working in the Bull-Wiebler Group in Wayzata, MN. The team is not only experienced private wealth managers, they are also financial planning advocates who connect goals to solutions and opportunities. As a Senior Wealth Strategy Associate, you’ll play an important role in focusing on client’s futures and the many priorities in their financial lives.
Your expertise
UBS 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
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 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.
Salary Information
US Only: The expected salary range for this role is $60000 to $72000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.
311273BR
Job Type
Full Time
Your role
Are you skilled at developing wealth management strategies? Does financial data excite you? Are you seeking more client interaction?
We’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 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
- supporting financial advisors in daily activities related to managing a high net-worth and ultra-high net worth book of business
- Wayzata: the salary range for this role is $60000 to $72000
Your team
You’ll be working in the Bull-Wiebler Group in Wayzata, MN. The team is not only experienced private wealth managers, they are also financial planning advocates who connect goals to solutions and opportunities. As a Senior Wealth Strategy Associate, you’ll play an important role in focusing on client’s futures and the many priorities in their financial lives.
Your expertise
- series 7 and 66 licenses
- ideally 3-5 years of experience in client service/relationship management, within the finance sector
- bachelor's degree, focusing on Finance
- CFP a plus
- excellent communicator, with top-notch interpersonal skills
- strong organizational skills with a high degree of attention to detail
- analytical and logical (you can solve problems like nobody’s business)
- team player
UBS 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
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 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.
Salary Information
US Only: The expected salary range for this role is $60000 to $72000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.
Salary : $60,000 - $72,000
