UBS Financial Services Wealth Strategy Associate in Wayzata, Minnesota

Your role:

A Wealth Strategy Associate provides support to the branch team in the development of wealth management strategies and marketing efforts.

Key Responsibilities:

  • Assist Financial Advisors with client/potential client meetings and provide support for client relationship building and business development activities.

  • Prepare supporting materials and sample reports that can be used repeatedly in client and potential client meetings

  • Perform business analytics as needed to support Financial Advisors in the growth of the business

  • Drive marketing efforts of the team including activities such as contacting current or potential clients, advertising, preparing and participating in client seminars and other marketing efforts

Key Deliverables

  • Leverage firm platform and develop financial plans for clients

  • Develop customized asset allocation strategies and investment solutions for clients

  • Analyze and interpret portfolio performance reviews and make recommendations to Financial Advisors for potential change

  • Develop or customize marketing plans and materials for targeted at current and potential clients

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 as part of Wealth Management Americas. 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.

Your experience and skills:

You have:

– a college degree, preferably in finance or similar study

– industry experience

– series 7 and 66 licenses

You are:

– an excellent communicator, with solid interpersonal skills

– detail oriented (nothing gets past you)

– proficient in Microsoft Office Suite

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 more than 50 countries. Do you want to be one of us?

Your colleagues:

Job Reference #: 174881BR

Business Divisions: Global Wealth Management

Title: Wealth Strategy Associate

City: Wayzata

Job Type: Full Time

Country / State: United States - Minnesota

Function Category: Business management, administration and support, Client advisory / Relationship management