UBS Financial Services Wealth Strategy Associate in New York, New York

Your role:

Are you skilled at developing wealth management strategies? Does financial data excite you? We’re looking for someone like that to provide support to the branch team. You’ll:

–\tassist Financial Advisors in client conversations, providing analytic information and aiming to understand the client’s goals

–\tdevelop customized asset allocation strategies and investment solutions for clients

–\tprovide support for client relationship building and business development activities

–\tperform business analytics as needed to support Financial Advisors in the growth of the business

–\tanalyze and interpret portfolio performance reviews and make recommendations to Financial Advisors for potential change

What we offer:

Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.

Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us).

Take the next step:

Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.

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.

Your team:

You’ll be working on our Wealth Management team. Our role is to manage, preserve and grow the wealth of our clients. Our team offers solutions for managing wealth and planning for succession.

Your experience and skills:

You have:

–\ta university degree in finance or business

–\texperience in financial services

You are:

–\tan excellent communicator, with top-notch interpersonal skills

–\tanalytical and logical (you can solve problems like nobody’s business)

–\ta dynamic and flexible team player

About us:

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in almost 900 offices and more than 50 countries. Do you want to be one of us?

Job Reference #: 159440BR

Business Divisions: Wealth Management Americas

Title: Wealth Strategy Associate

City: New York

Job Type: Full Time

Country / State: United States - New York

Function Category: Client advisory / Relationship management