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, 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

Job Type

Full Time

Job Reference #

343861BR

City

Coral Gables

Key Responsibilities

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

The team

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 Senior 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 Skills And Experience

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

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.

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.