Hybrid Senior Wealth Strategy Associate presso UBS
UBS · Knoxville, Vereinigte Staaten Von Amerika · Hybrid
- Professional
- Ufficio in Knoxville
Your role
We’re looking for a Senior 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
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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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Your team
Your expertise
• ideally 3-5 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 player
About us
We have a presence in all major financial centers in more than 50 countries.