As a Senior Wealth Strategy Associate at UBS, you will play a crucial role in helping our clients achieve their financial goals. We are looking for an experienced and highly motivated individual to join our team and provide expert advice and guidance on wealth management strategies. In this role, you will be responsible for developing comprehensive financial plans, utilizing your in-depth knowledge of investment products and market trends. If you are a driven and analytical individual with a passion for helping others achieve financial success, we encourage you to apply for this exciting opportunity.
- Develop comprehensive financial plans for clients based on their individual financial goals and risk tolerance.
- Utilize extensive knowledge of investment products and market trends to provide expert advice and guidance to clients.
- Conduct thorough analysis of clients' financial situations to identify areas of opportunity and develop customized wealth management strategies.
- Collaborate with financial advisors and other team members to ensure a coordinated and holistic approach to client wealth management.
- Conduct regular reviews and updates of clients' financial plans to ensure they are on track to meet their goals.
- Act as a primary point of contact for clients, addressing any questions or concerns they may have and providing exceptional customer service.
- Stay up-to-date on industry trends, market conditions, and regulatory changes to continuously enhance knowledge and expertise.
- Act as a mentor and resource for junior team members, providing guidance and support as needed.
- Collaborate with internal departments and external partners to deliver comprehensive and innovative wealth management solutions to clients.
- Meet and exceed individual and team performance targets, including revenue and client satisfaction goals.
Bachelor's Degree In Finance, Economics, Or A Related Field
Minimum Of 3-5 Years Of Experience In Wealth Management Or Financial Planning
Certified Financial Planner (Cfp) Designation Or Willingness To Obtain Within The First Year Of Employment
Strong Understanding Of Investment Products And Strategies, Including Equities, Fixed Income, Alternative Investments, And Insurance
Excellent Communication Skills And Ability To Build And Maintain Relationships With High-Net-Worth Clients.
Risk Management
Financial Planning
Portfolio Management
Asset management
Client Relationship Management
Asset allocation
Retirement planning
Wealth planning
Estate Planning
Investment Analysis
Tax Planning
Financial
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Critical thinking
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Senior Wealth Strategy Associate in Florida, USA is between $85,000 and $125,000 per year. However, this can vary depending on factors such as location, industry, experience, and qualifications.
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UBS is a global firm providing financial services in over 50 countries. The company provides wealth management, asset management, and investment banking services for private, corporate, and institutional clients worldwide.
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