Wealth Strategy Associate

Are you passionate about the financial services industry and looking for an opportunity to join a dynamic team? UBS is currently seeking a Wealth Strategy Associate to join our Private Wealth Management team. This is an excellent opportunity for a motivated individual to become part of a successful and established team. In this role, you will have the chance to use your analytical and problem-solving skills to develop and implement tailored strategies for UBS’s high-net-worth clients. The ideal candidate for this position must possess excellent communication and interpersonal skills, as well as the ability to think critically and creatively. You must be highly organized, have an excellent command of the English language and be adept at using technology. You should also have a genuine passion for the financial services industry, as well as strong knowledge and understanding of investments, asset allocation, and wealth planning. We are looking for an individual who is eager to make a difference and has the ambition to work in a fast-paced, team-oriented environment. If you think you have what it takes to be a Wealth Strategy Associate at UBS, we want to hear from you!

Responsibilities:

1. Analyzing and solving complex financial problems for high-net-worth clients.
2. Developing and implementing tailored strategies for client portfolios.
3. Utilizing excellent communication and interpersonal skills to maintain client relationships.
4. Monitoring and managing client investments and assets.
5. Keeping current on advances in the financial services industry.
6. Working collaboratively with a team to achieve success.
7. Utilizing technology to enhance service delivery.
8. Maintaining a high level of organizational and professional excellence.
9. Utilizing strong knowledge and understanding of investments, asset allocation, and wealth planning.
10. Preparing and delivering presentations to clients.

According to JobzMall, the average salary range for a Wealth Strategy Associate in Raleigh, NC, USA is between $52,000 and $112,000. This range may vary depending on the individual's experience, qualifications, the company they work for, and the size of the firm.

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.