Senior Wealth Strategy Associate

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 to support Financial Advisors with client meetings and business development. You will prepare materials, assist in client discussions with analytics, and help craft customized asset allocation strategies for high-net-worth clients.

The role requires Series 7 and 66 licenses, strong client-service experience, and bilingual ability (Spanish/English).

Qualifications

• Series 7 and Series 66 licenses required or preferred.
• Experience in client service within the finance sector.
• Strong communication and interpersonal skills.
• Analytical and logical problem-solving abilities.
• Fluent in Spanish and English.
• Bachelor's or master's degree preferred.

Responsibilities

• Assist Financial Advisors with client meetings and support business development.
• Prepare materials and sample reports for client meetings.
• Support client conversations with analytical information and goal understanding.
• Develop customized asset allocation strategies and investment solutions.
• Perform business analytics to support growth of the business.
• Analyze portfolio performance reviews and suggest changes to advisors.

Skills

Series 7

Series 66

Client service

Excellent communicator

Analytical

Bilingual: Spanish & English

Education

Bachelor's or Master's degree

Job description

Your role

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

We’re looking for a Senior Wealth Strategy Associate to:

• 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
• 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
• 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

Job Type

Full Time

Job Reference #

341652BR

City

Coral Gables

You’ll be working as part of Wealth Management Americas International Division in Coral Gables. 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. As a Wealth Strategy Associate, you’ll play an important role in achieving our goals.

You will be the point of contact for client services requests and operational processing for prospects and existing clients of the Financial Advisor.

Your expertise

• series 7 and 66 licenses
• Experience in client service, within the finance sector
• [bachelor's or master`s degree preferred]
• excellent communicator, with top-notch interpersonal skills
• analytical and logical (you can solve problems like nobody’s business)
• Fluent in Spanish and English

About Us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

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

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.