Senior Wealth Strategy Lead: Client Growth & Analytics

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

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.