Senior Wealth Strategy Associate

We are looking for a highly motivated, experienced Senior Wealth Strategy Associate to join our team at UBS. In this role, you will be responsible for developing and executing comprehensive wealth strategies for our clients, while meeting their individual needs. The ideal candidate will have a minimum of 5 years of experience in wealth strategy, financial planning, or financial analysis, and will possess strong communication, problem-solving, and analytical skills. If you are a driven, detail-oriented professional looking to make a significant impact in the wealth strategy space, this opportunity is for you!

Responsibilities:

1. Develop and implement comprehensive wealth strategies tailored to the individual needs of each client.
2. Utilize financial analysis tools and techniques to identify and analyze potential opportunities to add value for clients.
3. Maintain up-to-date knowledge of industry trends and client needs to inform strategies.
4. Collaborate with colleagues to develop and implement a wealth strategy plan.
5. Communicate effectively with clients to ensure full understanding of strategies.
6. Monitor and update strategies as needed to ensure the client’s goals are met.
7. Manage client data and records to ensure accuracy and compliance with regulations.
8. Establish an effective working relationship with clients and colleagues.
9. Identify and address potential risks associated with wealth strategies.
10. Provide advice and recommendations to clients on wealth strategy matters.

According to JobzMall, the average salary range for a Senior Wealth Strategy Associate in New York, NY, USA is $103,000 to $175,000 per year. This range is based on salary information collected from employers, job postings, and other online sources.

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.