Unfortunately, this job posting is expired.
Don't worry, we can still help! Below, please find related information to help you with your job search.
Don't worry, we can still help! Below, please find related information to help you with your job search.
Related keywords
- Private Wealth Associate
- Wealth Management Associate
- Wealth Client Service Associate
- Wealth Management Investment Associate
- Strategy Associate
- Licensed Wealth Management Associate
- Private Wealth Management Associate
- Private Client Wealth Associate
- Private Wealth Client Associate
- Associate Wealth Advisor
Some similar recruitments
Registered Wealth Management Client Associate
Recruited by Bank of America 8 months ago
Address , Atlanta, 30326
Private Wealth Management Registered Client Service Associate
Recruited by Morgan Stanley 9 months ago
Address , Atlanta, 30326, Ga
2024 Asset & Wealth Management Global Private Bank Analyst Program
Recruited by JPMorgan Chase & Co 9 months ago
Address , Atlanta, Ga
$100,000 - $110,000 a year
Sr Associate, Business Analyst- Cbre Investment Management
Recruited by CBRE Investment Management 10 months ago
Address Dallas, TX, United States
Asset & Wealth Management, Marcus By Goldman Sachs, Business Manager, Associate
Recruited by Goldman Sachs 10 months ago
Address Richardson, TX, United States
Asset & Wealth Management-Dallas-Associate-Credit Quantitative Engineer
Recruited by Goldman Sachs 10 months ago
Address Dallas, TX, United States
Us Global Wealth Management Account Associate, Internal Sales (Austin)
Recruited by PIMCO 10 months ago
Address Austin, TX, United States
Asset & Wealth Management, Private Bank Lending, Underwriter, Associate - Dallas
Recruited by Goldman Sachs 10 months ago
Address Dallas, TX, United States
Asset & Wealth Management, Pwm, Private Wealth Advisor, Associate - Houston
Recruited by Goldman Sachs 11 months ago
Address , Houston, 77002, Tx
Private Wealth Management Client Service Associate*
Recruited by Morgan Stanley 11 months ago
Address , Atlanta, 30326, Ga
Wealth Management, Private Wealth Management, Wealth Management Professional, Analyst/ Sr. Analyst - Dallas
Recruited by Goldman Sachs 11 months ago
Address , Dallas, 75201, Tx
Wealth Management, Ayco Personal Financial Management, Financial Planner, Associate- Dallas
Recruited by Goldman Sachs 11 months ago
Address , Dallas, 75201, Tx
Asset & Wealth Management Private Know Your Customer (Kyc) Analyst
Recruited by Goldman Sachs 11 months ago
Address , Dallas, 75201, Tx
Private Wealth Banker Iv
Recruited by BOK Financial 11 months ago
Address , Austin, 73301, Tx
Senior Wealth Advisor - Schwab Wealth Advisory
Recruited by Charles Schwab 11 months ago
Address , Atlanta, Ga
$97,600 - $162,700 a year
J.p. Morgan Wealth Management - Senior Personal Advisor
Recruited by JPMorgan Chase & Co. 11 months ago
Address Plano, TX, United States
Wealth Management-Irving-Associate-Sales Support Jobs
Recruited by Goldman Sachs 1 year ago
Address , Irving, Tx
Wealth Strategy Associate Jobs
Company | UBS |
Address | , Dallas, Tx |
Employment type | FULL_TIME |
Salary | |
Expires | 2023-06-26 |
Posted at | 1 year ago |
United States - Texas
Business management, administration and support
Global Wealth Management
Job Reference #
271026BR
City
Dallas
Job Type
Full Time
Your role
- Assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals
- Analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change
- Develop customized asset allocation strategies and investment solutions for clients
- Provide support for client relationship building and business development activities
- Perform business analytics as needed to support financial advisors in the growth of the business
Your team
You'll be working in Private Wealth Management in the TX Market.
We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. As as Wealth Strategy Associate, you will play an important role in handling many client-facing responsibilities and be in constant communication with our entire team.
We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. As as Wealth Strategy Associate, you will play an important role in handling many client-facing responsibilities and be in constant communication with our entire team.
Your expertise
- Series 7 and 66 licenses (for registered WSAs only)
- Ideally 3-5 years of experience in client service, within the finance sector
- Bachelor's degree or equivalent, focusing on Finance or Business preferred
- Excellent communicator, with top-notch interpersonal skills
- Analytical and logical (you can solve problems like nobody’s business)
About us
UBS is the world’s largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
How we hire
This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
Disclaimer / Policy Statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
-
Systems Analyst - Excel, Xml, Sql, Scripting
By CyberCoders At Salt Lake City, UT, United States 7 months ago
-
(Senior) Finance & Shared Services Manager
By Catholics For Choice At Washington, DC, United States 7 months ago
-
Paralegal - Probate Administration
By CyberCoders At Miami, FL, United States 7 months ago
-
Account Executive - Automotive Software
By ECW Search At United States 7 months ago
-
Construction Project Coordinator Jobs
By CyberCoders At River Falls, WI, United States 7 months ago