Welcome to UBS, a leading global financial services company with a rich history of over 150 years. We are currently seeking a highly motivated and experienced Senior Wealth Strategy Associate to join our team. As a Senior Wealth Strategy Associate, you will play a key role in providing comprehensive wealth management solutions to our high-net-worth clients.We are looking for a candidate who is passionate about financial planning and has a deep understanding of investment products and strategies. Your strong analytical skills, attention to detail, and ability to communicate complex financial concepts in a clear and concise manner will make you a valuable asset to our team. If you are driven, client-focused, and possess the necessary qualifications, we invite you to apply for this exciting opportunity at UBS.
- Conduct thorough financial analyses to develop personalized wealth management strategies for high-net-worth clients.
- Stay updated on market trends and investment products to provide strategic recommendations to clients.
- Collaborate with a team of wealth management professionals to deliver comprehensive financial solutions to clients.
- Build and maintain strong relationships with clients, providing exceptional customer service and addressing any inquiries or concerns.
- Communicate complex financial concepts in a clear and concise manner to clients, ensuring their understanding and comfort with proposed strategies.
- Assist in the development and implementation of marketing initiatives to attract new clients and retain existing ones.
- Utilize advanced analytical skills to evaluate and monitor client portfolios, making adjustments as needed.
- Stay up-to-date on industry regulations and compliance standards to ensure all practices and recommendations are in line with company and legal guidelines.
- Mentor and guide junior associates in their professional development and provide support to team members as needed.
- Continuously strive for excellence and contribute to the overall success of the team and company.
Bachelor's Degree In Finance, Economics, Or A Related Field.
Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With High Net Worth Clients.
Minimum Of 5 Years Of Experience In Wealth Management Or Financial Planning.
Series 7 And 66 Licenses, With A Strong Understanding Of Investment Products And Strategies.
Strong Analytical And Problem-Solving Skills, With The Ability To Create Comprehensive Financial Plans And Provide Strategic Recommendations To Clients.
Financial Planning
Investment Management
Risk assessment
Client Relationship Management
Portfolio analysis
Asset allocation
Retirement planning
Estate Planning
Wealth Preservation
Taxation Strategies
Trust And Fiduciary
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 New Jersey, USA is between $100,000 and $150,000 per year. This range may vary depending on factors such as the size of the company, level of experience, and location within New Jersey.
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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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