USD 60-90K/yr gross (Chicago); other locations at interview
Your role Are you skilled at developing wealth management strategies? Does financial data excite you? 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. - actively participate with Financial Advisors in proactive client outreach in anticipating impacts on clients- portfolio
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That-s why we place collaboration at the heart of everything we do. Because together, we-re more than ourselves.
