Description

Job Reference #
271026BR

Business Divisions
Global Wealth Management

Your role
• assist financial advisors in client conversations, providing analytic information and aiming to understand the client's goals
• develop customized asset allocation strategies and investment solutions for clients
• provide support for client relationship building and business development activities
• perform business analytics as needed to support financial advisors in the growth of the business
• analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change

Title
Wealth Strategy Associate

City
Dallas

Job Type
Full Time

Country / State
United States - Texas

Function Category
Business management, administration and support

Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?

Disclaimer / Policy Statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

Your team
You'll be working in Private Wealth Management in the TX Market.
We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. As as Wealth Strategy Associate, you will play an important role in handling many client-facing responsibilities and be in constant communication with our entire team.

Your expertise
• series 7 and 66 licenses (for registered WSAs only)
• ideally 3-5 years of experience in client service, within the finance sector
• Bachelor's degree or equivalent, focusing on Finance or Business preferred
• excellent communicator, with top-notch interpersonal skills
• analytical and logical (you can solve problems like nobody's business)

About us
UBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

How we hire
This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html




Your role
• assist financial advisors in client conversations, providing analytic information and aiming to understand the client's goals
• develop customized asset allocation strategies and investment solutions for clients
• provide support for client relationship building and business development activities
• perform business analytics as needed to support financial advisors in the growth of the business
• analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change


Your team
You'll be working in Private Wealth Management in the TX Market.
We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. As as Wealth Strategy Associate, you will play an important role in handling many client-facing responsibilities and be in constant communication with our entire team.


Your expertise
• series 7 and 66 licenses (for registered WSAs only)
• ideally 3-5 years of experience in client service, within the finance sector
• Bachelor's degree or equivalent, focusing on Finance or Business preferred
• excellent communicator, with top-notch interpersonal skills
• analytical and logical (you can solve problems like nobody's business)

Requisition #: 271026BR

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