Wealth Strategy Associate - Client Analytics & Growth

UBS; Austin (CO); Presencial; USD 90.000 - 120.000; Jornada completa

Descripción de la vacante

UBS in Austin is seeking a Wealth Strategy Associate to assist financial advisors, develop asset allocation strategies, and support client relationships. The role involves providing analytical information to understand client goals, and delivering investment solutions tailored to high net worth clients.

You will collaborate with a Wealth Management team to analyze portfolio performance and advise on potential changes, contributing to growth and client satisfaction in a fast-paced environment.

Formación

• Series 7 and 66 licenses are required for registered CSAs.
• 2–5 years of experience in client service within finance.
• Bachelor's or master's degree preferred.

Responsabilidades

• Assist financial advisors in client conversations with analytic information.
• Develop customized asset allocation strategies and investment solutions.
• Support client relationship building and business development activities.
• Perform business analytics to support growth of the business.
• Analyze portfolio performance and propose advisor recommendations.

Conocimientos

Series 7 & 66 licenses

Finance client service experience

Bachelor's degree

Master's degree

Excellent communication

Analytical thinking

Team player

Educación

Bachelor's degree

Master's degree

Descripción del empleo

UBS in Austin is seeking a Wealth Strategy Associate to assist financial advisors, develop asset allocation strategies, and support client relationships. The role involves providing analytical information to understand client goals, and delivering investment solutions tailored to high net worth clients.

You will collaborate with a Wealth Management team to analyze portfolio performance and advise on potential changes, contributing to growth and client satisfaction in a fast-paced environment.