At UBS, we are looking for a Wealth Strategy Associate who is passionate about helping clients build, manage and protect their wealth. The ideal candidate is an experienced financial professional with a strong background in wealth management and financial planning.We are looking for someone who is knowledgeable and experienced in financial planning, investments, and wealth management. The ideal candidate should also have excellent communication and interpersonal skills and be able to work both independently and collaboratively. The Wealth Strategy Associate will have great attention to detail, a passion for financial planning, and the ability to think strategically.This is an exciting opportunity to join a global leader in wealth management and make an impact by helping clients achieve their financial goals. We are looking for a highly motivated individual who is driven to succeed and has an enthusiasm for building strong client relationships.
Excellent Communication And Interpersonal Skills
Bachelor's Degree In Finance
Economics
Proficiency In Microsoft Office Applications
Or A Related Field
Strong Analytical Skills
Advanced Knowledge In Financial Planning And Investments
Ability To Work Independently And Under Pressure
Good Knowledge Of Capital Markets
Cfa/Cfp Certification (Preferred)
Risk Management
Financial Analysis
Strategic Planning
Market Research
Business Development
Negotiation
Financial Modeling
Analytical Thinking
Investment Strategy
Regulatory compliance
Client Relations
wealth management
Asset allocation
Portfolio optimization
Investment Analysis
Communication
Time management
Interpersonal Skills
creativity
Organization
Critical thinking
Teamwork
collaboration
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Wealth Strategy Associate in Dallas, TX, USA is $62,500 to $78,000 per annum. The salary range is based on factors such as experience, qualifications, and the company offering the position.
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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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