Senior Wealth Strategy Associate bei UBS Group AG
UBS Group AG · Red Bank, Vereinigte Staaten Von Amerika · Onsite
- Senior
- Optionales Büro in Red Bank
Your role
*Assist Financial Advisors with client/potential client meetings and provide support for client relationship building and business development activities
*Prepare supporting materials and sample reports that can be used repeatedly in client and potential client meetings
*Perform business analytics as needed to support Financial Advisors in the growth of the business
*Drive marketing efforts of the team including activities such as contacting current or potential clients, advertising, preparing and participating in client seminars and other marketing efforts
Detailed salary information:
• Red Bank: the salary range for this role is $70000 to $85000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
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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
*Developing customized asset allocation strategies and investment solutions for clients
*Analyzing and interpret portfolio performance reviews and make recommendations to Financial Advisors for potential change
*Developing or customizing marketing plans and materials for targeted at current and potential clients
About us
We have a presence in all major financial centers in more than 50 countries.