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 advisor in growth of business

　　analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change

　　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?

　　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.

　　Your team

　　You'll be working as part of Private Wealth Management Americas. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. As a Senior Wealth Strategy Associate you'll play an important role in the success of our team.

　　Your expertise

　　• series 7 and 66 licenses

　　• ideally 5-7 years of experience in client service, within the fi nance sector

　　• bachelor's or master`s degree or equivalent,

　　• excellent communicator, with top-notch interpersonal skills

　　• analytical and logical (you can solve problems like nobody's business)

　　• team player

　　• review estate planning and corporate documents (e.g., Irrevocable Trusts, Operating Agreements)to ensure proper account opening

　　• perform research on income, estate, gift , generation-skipping transfer (GST) tax and philanthropicissues

　　• assist with the team's administrative tasks and intellectual capital platform on an as-needed basis

　　• experience with the following areas: personal income, estate, gift , Family Limited Partnerships ,Charitable Trusts, Limited Liability Corporations and Partnerships, and other business organizations or structures

　　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

　　This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html