Senior Wealth Strategy Associate

UBS; Conshohocken (Montgomery County); On-site; USD 70,000 - 95,000; Full time

Job summary

UBS in Conshohocken, PA is seeking a full-time wealth management professional to support financial advisors by providing analytic information and understanding clients' goals.

You will develop customized asset allocation strategies, assist in client relationship building and business development, analyze portfolio performance, and participate in proactive client outreach to anticipate impacts on portfolios.

Qualifications

• Series 7 and 66 licenses required.
• 3+ years of client service experience in finance preferred.
• Bachelor’s or Master’s degree in finance or business administration.
• Strong analytical skills and deep knowledge of investments.
• Excellent written and verbal communication skills.
• Team player with strong interpersonal skills.

Responsibilities

• Assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals.
• Develop customized asset allocation strategies and investment solutions for clients.
• Provide support for client relationship building and business development activities.
• Perform business analytics as needed to support financial advisors in the growth of the business.
• Analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change.
• Actively participate with Financial Advisors in proactive client outreach to anticipate impacts on clients’ portfolio.

Skills

Series 7 license

Series 66 license

Strong analytical skills

Excellent written and verbal comms

Team player with interpersonal skills

Investment knowledge

Education

Bachelor’s or Master’s degree in Finance/Business Administration

Job description

Are you skilled at developing wealth management strategies? Does financial data excite you?

Responsibilities

• Assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals.
• Develop customized asset allocation strategies and investment solutions for clients.
• Provide support for client relationship building and business development activities.
• Perform business analytics as needed to support financial advisors in the growth of the business.
• Analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change.
• Actively participate with Financial Advisors in proactive client outreach to anticipate impacts on clients’ portfolio.

Qualifications

• Series 7 and 66 licenses.
• Ideally 3+ years of experience in client service within the finance sector.
• Bachelor’s or master’s degree (or equivalent) focusing on finance and business administration.
• Strong analytical skills and deep knowledge of investments.
• Excellent written and verbal communication skills.
• Team player with strong interpersonal skills.

Job Details

Full Time

Conshohocken, Pennsylvania

EEO Statement

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.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.