UBS is seeking an outstanding Wealth Strategy Associate to join our team. In this role, you will provide exceptional strategic advice to our clients while driving UBS' commitment to excellence and innovation. You will need to be an experienced professional with strong technical knowledge and a passion for delivering world-class service.The ideal candidate must have a wealth of experience in the field of wealth management, with a solid understanding of investment and financial planning. You must also possess excellent communication skills, with the ability to present complex ideas in a concise and understandable manner. A strong commitment to client service and a proven track record of success are also essential. If you have the necessary skills and qualifications, we invite you to apply for this position.
Responsibilities:
- Develop and implement wealth strategies for clients, tailored to their particular needs and goals.
- Provide exceptional service to clients, ensuring that their interests are safeguarded and their expectations are met.
- Remain up to date on investment products, market trends, and regulations to ensure that clients are receiving the most current and comprehensive advice.
- Draft and review financial plans, investment proposals, and other documents for accuracy and compliance with regulations.
- Collaborate with other members of the UBS team to ensure seamless service delivery.
- Maintain relationships with clients throughout their life-cycle, providing advice and support as needed.
- Monitor and review portfolios regularly to ensure that performance is aligned with expectations.
- Identify and troubleshoot potential issues before they become problems.
- Establish and nurture relationships with new and existing clients.
- Develop and deliver presentations on complex topics in an easy to understand manner.
Excellent Communication And Interpersonal Skills
Ability To Work Independently And Collaboratively
Knowledge Of Financial Products And Services
Proficiency In Ms Office Suite
Analytical And Problem-Solving Skills
Strong Financial Background
Understanding Of The Needs Of High Net Worth Clients
Ability To Build Trust And Maintain Client Relationships
Risk Management
Financial Analysis
Strategic Planning
Market Research
Business Development
Relationship Management
Client Service
Portfolio Management
Regulatory compliance
Asset management
wealth management
Retirement planning
Investment planning
Tax Planning
Investment Banking
Communication
Emotional Intelligence
Leadership
Negotiation
Time management
Interpersonal Skills
creativity
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Wealth Strategy Associate in Chicago, IL, USA is $62,000-$140,000. This range includes base salary, bonuses, and other compensation.
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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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