Senior Wealth Strategy Associate

UBS; Georgia; On-site; USD 75,000 - 105,000; Full time

Job summary

UBS in Clayton, Missouri, is seeking a Senior Wealth Strategy Associate to support financial advisors with analytic information and client conversations, translating goals into asset allocation strategies. You will develop customized investment solutions, assist in relationship building and business development, and perform analytics to help grow the practice.

The role sits with Wealth Management Americas, King Wealth Management, based in St. Louis.

Qualifications

• 3+ years of experience in client service within finance.
• Bachelor's or Master's in finance/business.
• Strong analytical skills and deep investments knowledge.
• Excellent written and verbal communication; team-oriented.

Responsibilities

• Assist financial advisors in client conversations with analytic information and goals.
• Develop customized asset allocation strategies and investment solutions for clients.
• Provide support for client relationship building and business development activities.
• Perform business analytics to support financial advisors in growth of the business.
• Analyze and interpret portfolio performance and make recommendations to advisors.

Skills

Series 7 & 66 licenses

Analytical skills

Communication skills

Team player

Interpersonal skills

Education

Bachelor's or Master's degree in Finance or Business Administration

Job description

Job Type

Full Time

Job Reference #

340698BR

City

Clayton

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 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 in anticipating impacts on clients’ portfolio

The team

As part of Wealth Management Americas, you will serve as a Senior Wealth Strategy Associate on the client-focused Private Wealth Management Team – King Wealth Management, based in St. Louis, Missouri. This team of seasoned financial professionals is committed to helping clients, their businesses, and their organizations create meaningful change. The team’s goal is to simplify clients’ financial lives, giving them the clarity and confidence to evaluate their options, make informed decisions, and move forward with purpose.

Your Skills And Experience

• 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 and strong interpersonal skills.

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.

Salary information

The indicative gross base salary range as a full-time equivalent role:

• United States - Missouri - Clayton min USD 75000 - max USD 105000 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

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.