Senior Wealth Strategy Associate
| Company | UBS |
|---|---|
| Location | Coral Gables, FL, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Senior |
Requirements
- series 7 and 66 licenses
- Experience in client service, within the finance sector
- excellent communicator, with top-notch interpersonal skills
- analytical and logical (you can solve problems like nobody’s business)
- Fluent in Spanish and English
Responsibilities
- Assist Financial Advisors with client/potential client meetings and provide support for client relationship building and business development activities
- Prepare supporting materials and sample reports that can be used repeatedly in client and potential client meetings
- 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
- 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
Preferred Qualifications
-
No preferred qualifications provided.