Description

Job Reference #
326575BR

Business Divisions
Global Wealth Management

Your role
Are you skilled at developing wealth management strategies? Does financial data excite you?

We're looking for a Wealth Strategy associate to:

• 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
Billings

Job Type
Full Time

Country / State
United States - Montana

Function Category
Business management, administration and support

Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.

We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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 as part of Wealth Management Americas. 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 a Wealth Strategy associate, you'll play an important role in our market.

Your expertise
• series 7 and 66 licenses (for registered CSAs only)
• ideally [range/number] years of experience in client service, within the finance sector
• bachelor's or master`s degree or equivalent, focusing on finance and/or business
• excellent communicator, with top-notch interpersonal skills
• analytical and logical (you can solve problems like nobody's business)
• team player

About us
UBS is the world's largest and the 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.

We have a presence in all major financial centers in more than 50 countries.

How we hire
We may request you to complete one or more assessments during the application process. Learn more



Requisition #: 326575BR

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