Wealth Strategy Advisor for High‑Net‑Worth Clients

UBS

New York (NY)

On-site

USD 70,000 - 95,000

Full time

34 hours ago

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Job summary

UBS is hiring a Wealth Strategy Associate in New York to support financial advisors by providing analytic information and helping clients clarify goals. You will develop customized asset allocation strategies and investment solutions while aiding business development.

You’ll also perform analytics to support growth and review portfolio performance to guide recommendations. Ideal candidates hold Series 7/66 licenses, a Bachelor’s in Finance, and 3–5 years of client service experience in finance,

Qualifications

3–5 years of client service experience in the finance sector.
Bachelor's degree or equivalent, focusing on Finance.
Excellent communicator with top‑notch interpersonal skills.
Analytical and logical problem solving capabilities.
Team player attributes.

Responsibilities

Assist financial advisors in client conversations, providing analytic information and understanding client goals.
Develop customized asset allocation strategies and investment solutions for clients.
Support client relationship building and business development activities.
Perform business analytics to support financial advisors in growth.
Analyze portfolio performance reviews and make recommendations to advisors.