UBS Financial Services Financial Advisor Associate in Los Angeles, California
Financial Advisor Associate
United States - California
Global Wealth Management
Job Reference #:
Are you competitive and service oriented? Do you know how to build long-term relationships?
We’re looking for a Financial Advisor Associate to:
•\tcreate and execute business development strategies to attract and acquire new clients
•\tanalyze clients’ financial needs, goals, sensitivity to risk and investment horizon
•\tevaluate portfolio performance reports, in conjunction with Wealth Management research and external parties, to make recommendations for change
•\tpartner with other team members to create marketing plans and track prospecting activities
You’ll be working on our Wealth Management team. Our role is to manage, preserve and grow the wealth of our clients. Our team offers solutions for managing wealth and planning for succession
•\tideally five years of experience in a similar role within a financial institution
•\tuniversity degree or equivalent
•\tan aptitude for marketing and business development
•\tentrepreneurial, with a strong work ethic
•\talways professional (but you have the human touch)
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?
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.