Wealth Strategy Associate

UBS

3.3

NM

Why you should apply for a job to UBS:

  • 61% say the CEO supports gender diversity

  • Ratings are based on anonymous reviews by Fairygodboss members.
  • UBS provides 20 weeks of gender-neutral paid leave to care for the birth, adoption or foster care placement of a child

  • The Bright Horizons Care Advantage Program offers backup/emergency childcare including Care Advantage benefits & additional family support

  • To date, our Career Comeback Program has helped 230 talented individuals (91% women) launch their career

  • #254213BR

    Position summary

    We're looking for a Wealth Strategy Associate to:

    • assist financial advisors in client conversations, providing analytic information and aiming to understand the client's goals
    • 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
    • analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change

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    What are UBS perks and benefits

    Maternity leave coaching

    Backup child care

    Paid paternity

    Paid maternity

    Paid adoptive

    About the company

    Industry: Finance: Diversified

    From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that it's our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. 

    We work with individuals, families, institutions, and ...

    Why you should apply for a job to UBS:

  • 61% say the CEO supports gender diversity

  • Ratings are based on anonymous reviews by Fairygodboss members.
  • UBS provides 20 weeks of gender-neutral paid leave to care for the birth, adoption or foster care placement of a child

  • The Bright Horizons Care Advantage Program offers backup/emergency childcare including Care Advantage benefits & additional family support

  • To date, our Career Comeback Program has helped 230 talented individuals (91% women) launch their career