1 Job in Wayzata, MN
UBS is Hiring a Wealth Strategy Associate Near Wayzata, MN
Job TypeFull Time
Your roleAre you skilled at developing wealth management strategies? Does financial data excite you?
We’re looking for a Wealth Strategy Associate to:
- work with the Team to prepare client proposals, related documents, portfolio reviews, and risk analytics for client meetings
- orchestrate our Team's research needs and efficient methods of filtering research into actionable ideas
- participate in client reviews both in person and on the phone
Your expertise
- series 7 and 66 licenses
- 3-5 years of experience in client service, within the finance sector
- bachelor's degree or equivalent, focusing on Finance or Business preferred
- excellent communicator, with top-notch interpersonal skills
- analytical and logical (you can solve problems like nobody’s business)
- team player
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 more
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?
Disclaimer / 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.
Job Summary
Full Time
Securities
$69k-103k (estimate)
10/07/2023
07/06/2024
LONDON
1,000 - 3,000
1986
IAN DAVID MARRIOTT
$50M - $200M
Securities
Related Companies
The job skills required for Wealth Strategy Associate include Wealth Management, Initiative, Financial Planning, Relationship Management, Business Development, etc. Having related job skills and expertise will give you an advantage when applying to be a Wealth Strategy Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Wealth Strategy Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Wealth Strategy Associate positions, which can be used as a reference in future career path planning. As a Wealth Strategy Associate, it can be promoted into senior positions as a Wealth Management Specialist, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Wealth Strategy Associate. You can explore the career advancement for a Wealth Strategy Associate below and select your interested title to get hiring information.
Similar Jobs
Popular Articles
