About this role
Wealth Strategy Associate
United States - Texas
Business management, administration and support
Global Wealth Management
Key responsibilities
- 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 with client/potential client meetings and provide support for client relationship building and business development activities by performing the following functions:
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Prepare financial plans for clients and potential clients
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Prepare performance reports for client review meetings
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Prepare investment portfolio proposals for client and potential client meetings
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Research, interpret and monitor investment performance and develop investment recommendations
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Implement investment strategies
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Job Reference #
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342147BR
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City
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Midland
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Job Type
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Full Time
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The team
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You’ll be working as part of Private Wealth Management Americas in Midland, Texas. 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 achieving our goals.
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Your skills and experience
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Series 7 and 66 licenses preferred but not required
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Bachelor's degree strongly preferred
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Excellent communicator and interpersonal skills
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Analytical and logical (you like to solve problems)
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About us
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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.
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We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
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We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
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Disclaimer / Policy Statements
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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.
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Wealth Strategy Associate | UBS - Experienced professionals - job boards