Wealth Strategy Associate

UBS Financial Services; Paducah (KY); On-site; USD 60,000 - 100,000; Full time

Job summary

UBS Financial Services seeks a Wealth Strategy Associate in Paducah. This vital role involves assisting financial advisors, developing asset allocation strategies, and building client relationships. Ideal candidates will possess licenses, relevant experience, and exceptional analytical skills, ensuring the delivery of tailored financial solutions to high net worth clients.

Qualifications

• Series 7 and 66 licenses required.
• 3-5 years of experience in client service in finance sector.
• Excellent communication and team player skills.

Responsibilities

• Assist financial advisors in client conversations.
• Develop customized asset allocation strategies.
• Analyze and interpret portfolio performance reviews.

Skills

Analytical

Interpersonal skills

Financial strategy

Education

Bachelor's or Master's degree in finance

Job description

http://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5012&PageType=JobDetails&jobid=326911

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Wealth Strategy Associate

United States - Kentucky

Business management, administration and support

Global Wealth Management

Job Reference #

320237BR

City

Paducah

Job Type

Full Time

Your role

Are you skilled at developing wealth management strategies? Does financial data excite you?

We’re looking for a [job title] 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

Your team

You’ll be working as part of Wealth Management Americas in Paducah, Kentucky. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.

Your expertise

• series 7 and 66 licenses required
• ideally three to five years of experience in client service, within the finance sector
• bachelor's or master`s degree or equivalent, focusing on financial sector
• excellent communicator, with top-notch interpersonal skills
• analytical and logical (you can solve problems like nobody’s business)
• team player

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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