Senior Wealth Strategy Associate

Quontic Bank; Tucson (AZ); On-site; USD 80,000 - 100,000; Full time

Job summary

Quontic Bank is seeking a Senior Wealth Strategy Associate in Tucson, AZ, to assist high net worth clients in achieving financial goals through tailored strategies.

The ideal candidate should have a Bachelor’s Degree and at least 3 years of experience in client service within the finance sector. Responsibilities include developing customized investment solutions and supporting financial advisors in client relations. Series 7 and 66 licenses are essential.

Qualifications

• At least 3 years of experience in client service within the finance sector.
• Must have Series 7 and 66 licenses.

Responsibilities

• Analyze portfolio performance and make recommendations.
• Assist financial advisors in client conversations.
• Develop customized asset allocation strategies.
• Perform business analytics to support financial growth.
• Support client relationship-building and business development.

Skills

Analytical problem solving

Excellent communication

Interpersonal skills

Team player

Education

Bachelor’s Degree or equivalent

Job description

Job Highlights

• Title: Senior Wealth Strategy Associate
• Type: Full Time
• Experience: 3 Years
• Function: Business Management
• Location: Tucson, AZ, United States
• Company: UBS

Company Profile

UBS is the world’s largest global wealth manager. The bank operates through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank.

Job Profile

The bank is recruiting a Senior Wealth Strategy Associate who will help high net worth and ultra-high net worth individuals and families meet their financial goals through products and services specifically designed for them. They will play an important role in developing various wealth management plans and strategies.

Education Level

• Bachelor’s Degree or equivalent

Work Experience

• At least 3 years of experience in client service within the finance sector
• Series 7 and 66 licenses

Duties / Responsibilities

• Analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change
• 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
• Provide support for client relationship-building and business development activities

Skills / Knowledge / Abilities

• Analytical and logical problem solving
• Excellent communicator, with strong interpersonal skills
• Team player

Employer’s Statement

UBS is an Equal Opportunity Employer.