What are the responsibilities and job description for the Wealth Strategy Associate position at UBS?
Job Reference #
316669BR
Job Type
Full Time
Your role
Are you skilled at developing wealth management strategies? Does financial data excite you?
We’re looking for a Wealth Strategy Associate to:
understand the client’s goals
potential change
Your team
You’ll be working as part of a Private Wealth Management Team in Atlanta, GA. 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. As a Wealth Strategy Associate, you’ll play an important role in client relationships.
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.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
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.
316669BR
Job Type
Full Time
Your role
Are you skilled at developing wealth management strategies? Does financial data excite you?
We’re looking for a Wealth Strategy Associate to:
- assist financial advisors in client conversations,
understand the client’s goals
- develop customized asset allocation strategies and
- provide support for client relationship building and
- perform business analytics as needed to support
- analyze and interpret portfolio performance reviews
potential change
Your team
You’ll be working as part of a Private Wealth Management Team in Atlanta, GA. 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. As a Wealth Strategy Associate, you’ll play an important role in client relationships.
Your expertise
- series 7 and 66 licenses required
- ideally 5 years of experience in client service, within
- bachelor's or master`s degree preferred
- excellent communicator, with top-notch interpersonal
- analytical and logical
- 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.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
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.
