Senior Wealth Strategy Associate

Welcome to UBS, a global leader in wealth management and financial services. We are currently seeking a highly skilled and experienced Senior Wealth Strategy Associate to join our team. As a Senior Wealth Strategy Associate, you will play a crucial role in providing strategic financial advice and guidance to high-net-worth clients. This is an exciting opportunity for a driven and knowledgeable individual to contribute to the success of our clients and our firm. If you possess a strong understanding of financial markets and a passion for helping clients achieve their financial goals, then we invite you to apply for this position. Join us in shaping the future of wealth management and take your career to the next level with UBS.

1. Provide strategic financial advice and guidance to high-net-worth clients.
2. Serve as a trusted advisor to clients and build strong relationships to ensure long-term satisfaction and retention.
3. Stay updated on current financial markets, trends, and regulations to effectively advise clients.
4. Conduct thorough financial analysis and use data-driven insights to develop tailored strategies for clients.
5. Collaborate with team members and other departments to deliver comprehensive wealth management solutions to clients.
6. Act as a subject matter expert and share knowledge and expertise with junior team members.
7. Continuously assess and monitor client portfolios, making recommendations and adjustments as needed.
8. Proactively identify potential risks and opportunities for clients and propose appropriate solutions.
9. Utilize exceptional communication and interpersonal skills to effectively communicate complex financial information to clients.
10. Maintain a high level of professionalism and adherence to company policies and procedures.
11. Contribute to the growth and success of the firm by participating in business development activities and networking events.
12. Uphold the UBS brand and represent the company with integrity and professionalism at all times.

According to JobzMall, the average salary range for a Senior Wealth Strategy Associate in New York, NY, USA is between $85,000 and $110,000 per year. However, this can vary depending on the specific company, location, and individual qualifications and experience. Some Senior Wealth Strategy Associates may earn higher salaries, potentially up to $150,000 or more per year.

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.