Senior Wealth Strategy Associate
UBS
Overview Are you skilled at developing wealth management strategies? Does financial data excite you? Responsibilities 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 Job Details Job Type: Full Time Job Reference #: 339069BR City: West Des Moines Your team You’ll be working with the Hartlieb, Chleborad, and Morris. 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 Senior Wealth Strategy Associate, you’ll play an important role in assisting the Financial Advisors in helping the clients meet their financial goals. Your expertise series 7 and 66 licenses ideally 3+ years of experience in client service, within the finance sector bachelor’s degree or equivalent, focusing on business or finance excellent communicator, with top-notch interpersonal skills demonstrate problem solving skills as well as analytical and organizational skills detail oriented and a proficiency in multi-tasking desire to learn about financial markets About UBS UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. 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. #J-18808-Ljbffr
$130.2k - $143.9k
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