Senior Wealth Strategy Associate

Your role

Your job as a Senior Wealth Strategy Associate is to develop various wealth management plans and

strategies (e.g., financial plans, investment plans, etc.). You build tailored plans and strategies

based on an understanding of client needs, goals and risk tolerance by utilizing the tools and

resources of the firm and your knowledge of financial planning, tax and investing strategies,

insurance, pension plans, estate plans and cash flow management. You participate with Financial

Advisors in client conversations to gain information needed to develop tailored plans and present

planning recommendations. You prepare financial plans and investment strategies for clients and

actively participate in presenting proposals to clients.

You have expertise in financial planning and investment strategies. You are analytic, detail and

service oriented. You

effectively communicate information and are a team player.

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?

Your expertise

At least 3-5 years of financial services experience.

• Bachelor degree required, master degree in finance, business administration, accounting or law

preferred

• Series 7 and 66 required

• CFP preferred

• Strong analytical skills and deep knowledge of investments

• Excellent written and verbal communication skills

• Team player with strong interpersonal skills

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.