We’re looking for a Wealth Strategy Associate to join our UBS team! As a Wealth Strategy Associate, you will be responsible for providing comprehensive financial planning services to our clients. This is a unique opportunity to join a respected and successful investment firm and make a lasting impact on our clients' financial wellbeing.To succeed in this role, you must possess exceptional interpersonal and communication skills, with a keen eye for detail. You must have a Bachelor’s degree in a related field, such as finance, economics, or business administration. Previous experience in financial planning and wealth management is highly desirable. You should also have experience with financial software, such as Bloomberg and Morningstar. We seek an individual who is passionate about working with people and helping them to reach their financial goals. You must be able to provide advice in a professional and ethical manner. You should be comfortable working in a fast-paced environment and have the ability to multitask and prioritize tasks. If you have the qualifications and enthusiasm to join our team, we invite you to apply!
Responsibilities:
- Provide comprehensive financial planning services to clients.
- Utilize exceptional interpersonal and communication skills to build relationships with clients.
- Possess a Bachelor’s degree in a related field such as finance, economics, or business administration.
- Have previous experience in financial planning and wealth management.
- Have experience with financial software such as Bloomberg and Morningstar.
- Deliver advice to clients in a professional and ethical manner.
- Work in a fast-paced environment and multitask and prioritize tasks.
- Remain up to date on financial markets, trends, and regulations to provide the most accurate advice.
Excellent Communication And Interpersonal Skills
Bachelor's Degree In Finance
Economics
Or Related Field
Financial Planning
Proficiency In Ms Office Suite
Ability To Work Collaboratively In A Team Environment
+ Years Of Experience In Wealth Management
Or Investment Banking
Understanding Of The Global Capital Markets And Current Economic Trends
Knowledge Of Domestic And International Tax Planning
Understanding Of Various Investment Vehicles And Products
Cfp
Chfc
Or Cfa Designation (Preferred)
Risk Management
Financial Analysis
Data Analysis
Market Research
Financial Modeling
Relationship Building
Portfolio Management
Regulatory compliance
Asset management
Client Relations
Asset allocation
Wealth planning
Investment Analysis
Tax Planning
Investment Banking
Communication
Leadership
Time management
Interpersonal Skills
creativity
Organization
Teamwork
collaboration
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Wealth Strategy Associate in Boston, MA, USA is between $45,000 and $60,000 per year. This range may vary depending on the employer, the individual's experience, and the job responsibilities.
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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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