What are the responsibilities and job description for the Wealth Strategy Associate position at UBS?
United States - New Jersey
Business management, administration and support
Global Wealth Management
Job Reference #
258897BR
City
Northfield
Job Type
Full Time
Your role
Are you detail oriented? Does financial data excite you?
Our new Wealth Strategy Associate will play a significant role in our client’s wealth management needs. This outstanding candidate will work directly with our team to implement our investment process, analyze portfolios and managers, run financial planning models and prepare client reviews.
We are looking for a Wealth Strategy Associate to:
Our new Wealth Strategy Associate will play a significant role in our client’s wealth management needs. This outstanding candidate will work directly with our team to implement our investment process, analyze portfolios and managers, run financial planning models and prepare client reviews.
We are looking for a Wealth Strategy Associate to:
- implement UBS global investment strategies
- analyze and interpret portfolios and performance reports
- prepare presentations for client meetings
- support team with market research and client communications
- place trades on a daily basis
- assist clients with portfolio and research questions
- participate in team projects, initiatives, dinners, and meetings
Your team
You will be working with a top wealth management team in our Northfield NJ office. Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.
Your expertise
- series 7 and 66 licenses
- ideally 3 years of experience in client service, within the finance sector
- excellent communicator, with top-notch interpersonal skills
About us
UBS is the world’s largest and 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.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
How we hire
This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html
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?
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?
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.
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