Wealth Strategy Associate

We are searching for an outgoing and motivated individual to join our team as a Wealth Strategy Associate at UBS. The ideal candidate will have a strong understanding of the financial services industry and a track-record of success working with high net worth individuals. Our Wealth Strategy Associates are expected to develop a deep knowledge of UBS products and services in order to provide tailored wealth management solutions to our clients.The successful candidate must possess a Bachelor’s degree in finance or economics and have at least 5 years of experience in the financial services industry. An MBA or other advanced degree is preferred. The individual must possess excellent communication and interpersonal skills. They should also have a strong sense of ethics and a commitment to providing excellent customer service.If you are a detail oriented, self-starter with a passion for the financial services industry, we want to hear from you!

Responsibilities:

1. Develop in-depth knowledge of UBS products and services in order to provide tailored wealth management solutions to clients.
2. Research and analyze financial and economic data to make informed recommendations to clients.
3. Develop relationships with high net worth individuals and build trust with them.
4. Respond to client inquiries in a timely and professional manner.
5. Utilize excellent communication and interpersonal skills to effectively convey complex financial information.
6. Adhere to industry regulations and ensure compliance with UBS policies.
7. Monitor financial markets and economic trends to keep up to date on the latest information.
8. Identify opportunities to maximize returns for clients and develop strategies and plans to meet their goals.
9. Prepare presentations, reports, and other materials as needed.
10. Provide excellent customer service to ensure a positive client experience.

According to JobzMall, the average salary range for a Wealth Strategy Associate in Stamford, CT, USA is between $66,000 and $85,000 per year. This range may vary depending on experience, education, and other factors.

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.