Wealth Strategy Associate

UBS; Red Bank (NJ); On-site; USD 55,000 - 85,000; Full time

Job summary

UBS in Red Bank, NJ is seeking a Wealth Strategy Associate to assist financial advisors by providing analytic information and helping design customized asset allocation strategies for clients.

You will support client relationships, analyze portfolio performance, and contribute to business development efforts for high net worth clients through UBS's Wealth Management Americas.

Qualifications

• Requires Series 7 and Series 66 licenses.
• Ideally 5 years of experience in client service within the finance sector.
• Bachelor's degree or equivalent is required.
• Excellent communicator with strong interpersonal skills.
• Analytical and logical problem-solving abilities.
• Team-oriented mindset.

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 and interpret portfolio performance reviews and recommend changes.

Skills

Series 7 license

Series 66 license

Client service experience

Bachelor's degree

Excellent communication

Analytical thinker

Team player

Education

Bachelor's degree or equivalent

Job description

Job Type

Full Time

Job Reference #

343142BR

City

Red Bank

Key Responsibilities

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

We’re looking for a Wealth Strategy Associate 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

The team

You’ll be working in the UBS Red Bank, NJ office as part of Wealth Management Americas. 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 Skills And Experience

• series 7 and 66 licenses
• ideally 5 years of experience in client service, within the finance sector
• bachelor's equivalent
• excellent communicator, with top-notch interpersonal skills
• analytical and logical (you can solve problems like nobody’s business)
• team player

About Us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves.

Salary information

The indicative gross base salary range as a full-time equivalent role:

• United States - New Jersey - Red Bank min USD 55000 - max USD 85000 /annum

UBS offers a range of competitive benefits. We may, at our sole discretion, provide additional variable compensation or awards.

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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.