Sr. Wealth Strategy Associate - Greenville, United States - UBS

Description

Your roleAre you skilled at developing wealth management strategies? Does financial data excite you?We're looking for a Sr


Wealth Strategy Associate to:
* assist financial advisors in client conversations,providing analytic information and aiming tounderstand the client's goals* develop customized asset allocation strategies andinvestment solutions for clients* provide support for client relationship building andbusiness development activities* perform business analytics as needed to supportfinancial advisors in the growth of the business* analyze and interpret portfolio performance reviewsand make recommendations to financial advisors forpotential changeJoin usAt 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?Your expertise* series 7 and 66 licenses

• CFP is required ideally 2-3 years of experience in client service, within the finance sector bachelor's or master`s degree or equivalent, focusing on finance excellent communicator, with top-notch interpersonal skills analytical and logical (you can solve problems like nobody's business) team playerAbout usUBS 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.#J-18808-Ljbffr