UBS

Wealth Advice Center, Trade and Processing Specialist

UBS

Charlotte, NC, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Do you have a passion for the world of finance and are you looking for a role that provides you with an opportunity to make a real difference to our clients’ lives? If so, then UBS is seeking a Wealth Advice Center, Trade and Processing Specialist to join our growing team.In this role, you will be responsible for providing a high level of customer service and operational excellence for our clients. You will be part of a team that is passionate about helping our clients to achieve their financial dreams.To be successful in this role, you will need to have a bachelor's degree in Finance or related field, as well as a minimum of three years of experience in a financial services environment. You will also need to be knowledgeable in financial markets, with strong analytical skills and a good understanding of regulatory and compliance issues. Additionally, you will need excellent communication and organizational skills, as well as the ability to thrive in a fast-paced environment.At UBS, we are committed to helping our clients make the most of their financial investments. We are looking for a self-driven, motivated individual who can bring their expertise to the table and contribute to the success of our clients. If you are looking for a rewarding career, then this is the opportunity for you.

Where is this job?
This job is located at Charlotte, NC, USA
Job Qualifications
  • Excellent Communication And Interpersonal Skills

  • Excellent Organizational And Time Management Skills

  • Strong Financial And Investment Knowledge

  • Ability To Manage Multiple Priorities

  • Proven Problem-Solving Skills

  • Proficiency In Microsoft Office Applications

  • Aptitude For Financial Analysis And Modeling

  • Knowledge Of Ubs Products

  • Services

  • And Processes

Required Skills
  • Risk Management

  • Financial Planning

  • Data Entry

  • Communication

  • Problem Solving

  • Sales Support

  • Regulatory compliance

  • Portfolio analysis

  • Asset allocation

  • Portfolio optimization

  • Investment Research

  • Tax Compliance

  • Trade Execution

  • Client Servicing

  • Processing Transactions

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • self-motivation

  • Critical thinking

  • Teamwork

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Wealth Advice Center, Trade and Processing Specialist in Charlotte, NC, USA is between $45,000 and $62,000 per year. This range is based on the salary data provided by various employers.

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 PostedFebruary 10th, 2023
Apply BeforeJune 21st, 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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