Bilingual Wealth Strategy Specialist - Allocation & Growth

UBS; Coral Gables (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

UBS is seeking a Senior Wealth Strategy Associate in Coral Gables, FL to support Financial Advisors with client meetings, materials, and analytics. You will help craft asset Allocation strategies and investment solutions for high-net-worth clients.

The role emphasizes client service, relationship development, and collaboration within Wealth Management Americas International Division. Fluency in English and Spanish is preferred.

Qualifications

• Licenses required: Series 7 and 66.
• Experience in client service within finance.
• Proven communication and interpersonal skills.

Responsibilities

• Assist Financial Advisors with client meetings and relationship building.
• Prepare materials and reports for client meetings.
• Provide analytic information to understand client goals during conversations.
• Develop customized asset allocation strategies and investment solutions.
• Perform business analytics to support advisor growth.
• Analyze portfolio performance and advise on changes.

Skills

Series 7 and 66 licenses

Client service

Excellent communicator

Analytical thinking

Fluent English and Spanish

Education

Bachelor's or Master's degree

Job description

UBS is seeking a Senior Wealth Strategy Associate in Coral Gables, FL to support Financial Advisors with client meetings, materials, and analytics. You will help craft asset Allocation strategies and investment solutions for high-net-worth clients.

The role emphasizes client service, relationship development, and collaboration within Wealth Management Americas International Division. Fluency in English and Spanish is preferred.