Wealth Planning Associate

At UBS, we believe in empowering our clients to achieve their financial goals and secure their financial future. As a Wealth Planning Associate, you will play a crucial role in this mission by providing expert guidance and support to our high net worth clients. We are seeking a dynamic and driven individual with strong financial acumen and exceptional communication skills to join our team. If you are passionate about helping individuals and families achieve financial success, we encourage you to apply for this exciting opportunity.

1. Provide expert guidance and support to high net worth clients in achieving their financial goals and securing their financial future.
2. Assist clients in creating personalized wealth plans based on their individual needs and objectives.
3. Conduct thorough financial analyses and evaluations to identify areas for improvement and growth.
4. Stay up to date on industry trends, market conditions, and regulatory changes to provide clients with the most relevant and accurate advice.
5. Collaborate with other team members and departments to ensure a seamless and comprehensive approach to client wealth planning.
6. Develop and maintain strong relationships with clients to understand their unique financial situations and build trust and rapport.
7. Act as a liaison between clients and other UBS departments, such as investment banking or estate planning, to provide a comprehensive range of services.
8. Assist in the onboarding process for new clients, gathering necessary information and documentation to create a thorough understanding of their financial situation.
9. Communicate complex financial concepts and strategies in a clear and concise manner to clients with varying levels of financial knowledge.
10. Continuously seek opportunities to improve and enhance the client experience and the overall effectiveness of the wealth planning team.

According to JobzMall, the average salary range for a Wealth Planning Associate in New York, NY, USA is $45,000-$75,000 per year. However, this can vary depending on factors such as experience, education, and the specific company and role. Some Wealth Planning Associates in New York may earn significantly higher salaries, especially if they have advanced degrees or certifications and work for top financial firms. It is important to research the specific company and role to get a more accurate understanding of salary expectations.

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.