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UBS Financial Services Wealth Strategy Associate in Boston, Massachusetts

Wealth Strategy Associate

United States - Massachusetts

Business management, administration and support

Global Wealth Management

Job Reference #:




Job Type:

Full Time

Your role:

Are you skilled at developing wealth management strategies? Does financial data excite you?

We’re looking for a 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

Your team:

You’ll be working within a WMA branch office where we provide advice-based solutions. Our financial

advisors deliver a fully integrated set of products and services specifically designed to address the needs of

ultra-high net worth and high-net worth individuals and families.

Your expertise:

• series 7 and 66 licenses

• ideally 3 years of experience in client service, within the finance sector

• bachelor's or master`s degree or equivalent, focusing on finance

• excellent communicator, with top-notch interpersonal skills

• analytical and logical

• dynamic and flexible team player

About us:

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?

Join us:

We're a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now.

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.