Senior Wealth Strategy Associate

Profile

Senior Wealth Strategy Associate

The candidate will actively participate in prospect and client meetings (e.g., gather relevant information needed to ensure an understanding of client's / prospective client's current financial situation, investment objectives/goals and risk tolerance, present tailored proposals and plans). Actively participate in proactive client outreach in anticipating impacts on client’s portfolio and making recommendations for changes. Client relationship building and business development activities. Analyze the risks and advantages/disadvantages of various client investment opportunities in light of the client's individual financial circumstances. Leverage firm platform and develop appropriate financial plans for client / prospect (i.e. FGA, Preferred Plan, and Private Plan) for review by Financial Advisors. Develop customized asset allocation strategy and investment solutions for client / prospect for review by Financial Advisors. Analyze and interpret portfolio performance reports, in conjunction with information gathered from WM research and other external parties, and make recommendations for change. Perform as needed business analytics to support the growth of business (e.g., business plan, identify client opportunities, book segmentation, etc.). Bachelor’s degree is required, Master’s degree in finance, business administration, accounting or law is preferred. Should preferably have 3-5 years of financial services experience. CFP / CIMA or CFA is preferred. Series 7 and 66 is required.

Additional Information

Job Reference # 264906BR

Company info

UBS
5 Revere Drive 1 Northbrook Place
Northbrook
Illinois
United States 60062
Phone : 847-498-7700
Website : http://www.ubs.com/