UBS

Senior Wealth Strategy Associate

UBS
New York, NY, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you a self-motivated, detail-oriented financial professional seeking an exciting opportunity to utilize your expertise? Look no further than UBS's Senior Wealth Strategy Associate role! As a global leader in wealth management, UBS is dedicated to helping individuals and businesses reach their financial goals. Our team is currently seeking a highly qualified Senior Wealth Strategy Associate to join our dynamic and collaborative environment. If you have a strong background in wealth management and a passion for providing exceptional client service, we want to hear from you! Keep reading to learn more about this exciting opportunity.

  1. Conduct comprehensive financial analyses and develop strategic plans for clients to help them reach their financial goals.
  2. Collaborate with financial advisors and other team members to provide top-notch client service and support.
  3. Stay up-to-date on industry trends, changes in regulations, and market conditions to provide relevant and timely advice to clients.
  4. Utilize advanced financial planning tools and software to create customized financial solutions for clients.
  5. Maintain accurate and detailed client records, including financial statements, investment portfolios, and financial plans.
  6. Assist in the development and implementation of marketing strategies to attract and retain clients.
  7. Monitor and evaluate client portfolios to ensure they align with their financial objectives and make necessary adjustments as needed.
  8. Conduct market research and analysis to identify new business opportunities and potential clients.
  9. Act as a subject matter expert on wealth management products and services, providing guidance and education to clients and team members.
  10. Continuously strive to improve processes and procedures to increase efficiency and effectiveness of services provided to clients.
Where is this job?
This job is located at New York, NY, USA
Job Qualifications

  • Education In Finance Or Related Field: A Senior Wealth Strategy Associate At Ubs Should Have A Strong Educational Background In Finance, Economics, Or A Related Field. This Could Include A Bachelor's Or Master's Degree In Finance, Business, Or A Similar Discipline.

  • Experience In Wealth Management: Ubs Looks For Candidates With At Least 3-5 Years Of Experience In The Wealth Management Industry. This Could Include Experience As A Financial Advisor, Wealth Manager, Or In A Related Role.

  • Knowledge Of Investment Products: A Senior Wealth Strategy Associate Should Be Well-Versed In A Variety Of Investment Products, Including Equities, Fixed Income, Alternative Investments, And Structured Products. They Should Also Have A Strong Understanding Of Financial Markets And Economic Trends.

  • Strong Communication And Interpersonal Skills: As A Senior Member Of The Team, A Senior Wealth Strategy Associate Will Be Responsible For Building And Maintaining Relationships With High Net Worth Clients. Therefore, Strong Communication And Interpersonal Skills Are Essential For Success In This Role.

  • Analytical And Problem-Solving Abilities: Ubs Looks For Candidates Who Possess Strong Analytical And Problem-Solving Abilities. A Senior Wealth Strategy Associate Should Be Able To Analyze Complex Financial Data, Identify Potential Issues, And Develop Effective Solutions For Clients.

Required Skills

  • Financial Analysis

  • Market Research

  • Investment Management

  • Risk assessment

  • Client Relationship Management

  • Asset allocation

  • Retirement planning

  • Wealth planning

  • Estate Planning

  • Tax Planning

  • Asset

  • Portfolio Construction

Soft Skills

  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Senior Wealth Strategy Associate in New York, NY, USA is $67,000-$93,000 per year. However, this can vary depending on factors such as experience, education, and the specific company hiring. It is important to research the specific company and their compensation package before applying for a position. Additionally, salaries may also be influenced by the cost of living in New York City, which is generally higher than other parts of the country.

Additional Information
UBS is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 22nd, 2025
Apply BeforeMay 22nd, 2025
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About UBS

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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