Senior Wealth Strategy Associate

Are you a seasoned financial professional with a passion for helping clients achieve their wealth goals? Look no further, because UBS is seeking a highly experienced and driven individual to join our team as a Senior Wealth Strategy Associate. As a global leader in wealth management, UBS provides a dynamic and collaborative environment where you can leverage your expertise and help our clients navigate complex financial landscapes. If you have a strong background in wealth strategy and are looking for a challenging and rewarding career opportunity, we want to hear from you!

1. Develop and implement comprehensive wealth strategies for clients, taking into consideration their financial goals and risk tolerance.
2. Provide expert guidance and advice to clients on investment opportunities, tax planning, retirement planning, and other wealth management topics.
3. Collaborate with UBS financial advisors and other team members to develop customized solutions for clients and ensure a seamless client experience.
4. Conduct thorough research and analysis on current market trends and investment products to stay up-to-date on industry knowledge and provide informed recommendations to clients.
5. Maintain a strong understanding of UBS policies and procedures, as well as industry regulations, to ensure compliance and mitigate risk.
6. Build and maintain strong relationships with clients, acting as a trusted advisor and providing ongoing support and service.
7. Utilize advanced financial modeling and analytical skills to assess client portfolios and identify potential areas for improvement.
8. Actively participate in team meetings and training sessions to share knowledge and best practices with colleagues.
9. Stay informed on UBS products and services, as well as competitors' offerings, to effectively communicate and educate clients on the benefits of working with UBS.
10. Continuously seek out opportunities for professional development and growth within the company.

According to JobzMall, the average salary range for a Senior Wealth Strategy Associate in Oregon, USA is between $70,000 and $120,000 per year. This may vary depending on factors such as experience, location, and the specific company or financial institution the individual is employed by. Some Senior Wealth Strategy Associates may also receive bonuses and additional compensation based on performance and the success of their clients' investments.

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.