Wealth Strategy Associate

UBS Financial Services; Boston (MA); On-site; USD 60,000 - 90,000; Full time

Job summary

Join a leading global wealth management firm as a Wealth Strategy Associate in Boston. This dynamic role involves supporting financial advisors, analyzing portfolios, and providing exceptional client service within a fast-paced environment. Candidates should possess relevant experience, strong communication skills, and a detail-oriented mindset.

Qualifications

• 1-2 years of experience in client service, ideally within the finance sector.
• SIE, Series 7 and 66 licenses are ideal.
• Self-motivated with a commitment to excellence.

Responsibilities

• Support Financial Advisors by monitoring portfolios and processing client requests.
• Develop presentations for clients and analyze portfolios for risk and return.
• Execute trades and manage marketing events for the team.

Skills

Communication

Time management

Detail oriented

Interpersonal skills

Multitasking

Education

Bachelor's degree or equivalent

Tools

Microsoft Office Suite

Job description

http://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5012&PageType=JobDetails&jobid=329452

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Wealth Strategy Associate

United States - Massachusetts

Business management, administration and support, Client advisory / Relationship management

Global Wealth Management

Job Reference #

322699BR

City

Boston

Job Type

Full Time

Your role

We are looking for a Wealth Strategy Associate to join our Private Wealth Management (“PWM) Team in Boston, MA. In this role, you will be working with one of the largest and fastest growing PWM Teams in the country. You will need to have excellent attention to detail, communication skills, multitasking ability and self-motivation to thrive in this role.

You will support the Financial Advisors and your fellow Wealth Strategy Associates by monitoring portfolio holdings, analyzing asset allocations, researching potential investments, processing client requests and handling the operational needs of the Team.

Your role

- Work as part of the PWM Team to support and implement wealth management strategies for PWM clients
- Develop and prepare presentations for existing and prospective clients
- Analyze portfolios for risk and return characteristics
- Keep abreast of the latest events in the financial markets and relay research and market views to Private Wealth Advisors and Team
- Work in conjunction with various product groups within Investment Management to respond to client needs
- Execute portfolio rebalancing and trades
- Provide exceptional client service and team support
- Resolve ad-hoc client queries
- Keep management systems up-to-date with client information
- Plan/organize team marketing events and maintain marketing materials

Your team

You’ll be working in the Boston Private Wealth Management office. We provide a challenging and rewarding work environment. As a Wealth Strategy Associate, you will play an important role in providing assistance to your advisors and team.

Your expertise

• Ideally SIE, Series 7 and 66 licensed
• 1-2 years of experience in client service, ideally within the finance sector
• Bachelor's degree or equivalent
• Excellent communicator, with strong interpersonal skills
• Detail oriented (nothing gets past you)
• Excellent in Microsoft Office Suite
• Commitment to excellence and a high level of integrity
• Self-motivated and able to work in an autonomous, yet collaborative environment
• Time management and the ability to prioritize
• Ability to multi-task and work with numerous colleagues and desks across the Firm
• Ability to work in a fast-paced environment and think clearly under pressure

About us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

We have a presence in all major financial centers in more than 50 countries.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

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. 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.

Wealth Strategy Associate | UBS - Experienced professionals - job boards

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