UBS

Wealth Strategy Associate

UBS

Dallas, TX, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

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.

Where is this job?
This job is located at Dallas, TX, USA
Job Qualifications
  • 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)

Required Skills
  • 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

Soft Skills
  • Communication

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • Critical thinking

  • Teamwork

  • collaboration

  • Adaptability

  • Problem-Solving

Compensation

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.

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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