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Job Description
- Req#: 320153BR
Job Reference #
320153BR
City
Houston
Job Type
Full Time
Your role
We’re looking for a Senior Wealth Strategy Associate to:
• 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 changeYour team
You’ll be working on a team with an International Wealth Management team in Houston. 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.
Your expertise
• Active Series 7 and 66 licenses or Series 7, 63 and 65 licenses
• Ideally 2-4 years of experience in client service, within the finance sector
• Bachelor's degree required, focusing on finance
• Excellent communicator, with top-notch interpersonal skills
• Analytical, and logical critical thinking skills
• Team player
• Bilingual-Spanish is a mustAbout us
UBS is the world’s largest and the 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.
We have a presence in all major financial centers in more than 50 countries.How we hire
We may request you to complete one or more assessments during the application process. Learn more
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.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.
About the company
UBS is a global firm providing financial services in over 50 countries. Visit our site to find out what we offer in the United States of America.
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