UBS

Senior Wealth Strategy Associate

UBS
Atlanta, GA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

The Senior Wealth Strategy Associate at UBS is a highly visible, client-facing role that requires strong strategic and analytical capabilities, as well as excellent communication, client service, and relationship management skills. We are looking for a highly motivated individual with a strong passion for financial services and the ability to think strategically and comprehensively about the needs of our clients. The ideal candidate for this role will have several years of experience in the financial services industry and a proven track record of successful client relationships. We are seeking an individual with a collaborative mindset and an enthusiasm for problem-solving and creating innovative solutions to meet the needs of our clients.

Where is this job?
This job is located at Atlanta, GA, USA
Job Qualifications

  • Bachelor's Degree In Finance

  • Excellent Organizational And Communication Skills

  • Knowledge Of Investment Products

  • Strong Financial Modeling Skills

  • Proven Ability To Analyze Complex Financial Data

  • Understanding Of Tax And Estate Planning Strategies

  • Experience Working With High Net Worth Clients

  • Cfa Or Cfp Designation

Required Skills

  • Risk Management

  • Financial Analysis

  • Financial Planning

  • Data Analysis

  • Portfolio Management

  • Regulatory compliance

  • Client Relations

  • Due Diligence

  • wealth management

  • Asset allocation

  • Cash flow management

  • Estate Planning

  • Trust Administration

  • Tax Planning

  • Investment Strategies

Soft Skills

  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Senior Wealth Strategy Associate in Atlanta, GA, USA is between $65,000 and $90,000 per year. This salary range depends on the company, the individual's experience, and the scope of their responsibilities.

Additional Information
UBS is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedFebruary 10th, 2023
Apply BeforeMay 22nd, 2025
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About UBS

UBS is a global firm providing financial services in over 50 countries. The company provides wealth management, asset management, and investment banking services for private, corporate, and institutional clients worldwide.

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