SENIOR WEALTH STRATEGY ASSOCIATE

Full job description
United States - New Jersey
Business management, administration and support
Global Wealth Management
Job Reference #

327864BR
City

Red Bank
Job Type

Full Time
Your role

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

Detailed salary information:
Red Bank: the salary range for this role is $70000 to $100000
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.
Your team

You'll be working with one of our teams in the
Red Bank ,New Jersey office.
Your expertise

ideally 5-7 years of previous work experience within the financial sector
bachelor's degree or equivalent, CPA designation or JD preferred
methodical and accurate team player with good analytical and numerical skills
help with the preparation of reports and other materials for client meetings
excellent communicator, with top-notch interpersonal skills and great presentation skills
proven track record in finding solutions for clients
great at building networks and connections (people want to know you)
extremely organized, with great planning skills and efficient time management
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.
How we hire

We may request you to complete one or more assessments during the application process. Learn more
Salary information

US Only: The expected salary range for this role is $70000 to $100000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.
Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

United States
New Jersey
Red Bank Show on map Get directions