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About the Role
Assist financial advisors in client conversations by providing analytic information and understanding client goals. Develop customized asset allocation strategies and investment solutions. Support client relationship building and business development. Perform business analytics and analyze portfolio performance reviews.
Responsibilities
- 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
Requirements
- Series 7 and 66 licenses
- Ideally 5+ years of experience in client service, within the finance sector
- Bachelor's degree or equivalent
- Excellent communicator, with top-notch interpersonal skills
- Analytical and logical
- Team player
Skills
- Client service
- Finance
- Communication
- Interpersonal skills
- Analytical skills
- Problem-solving
- Teamwork
Location
- Manhattan, New York
Work Type
- Full-time
Experience Level
- 5+ years
Education Level
- Bachelor's degree or equivalent
Salary/Compensations
- USD 90000 - 140000
Benefits
- Competitive benefits package
- Potential for additional variable compensation or awards
About the Company
- UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland.
- Provides diversified asset management solutions and focused investment banking capabilities.
- Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
- Values collaboration, diversity, and putting people first.
- Utilizes artificial intelligence (AI) to enhance efficiency.
Equal Opportunity
- UBS is an Equal Opportunity Employer.
- Respects and seeks to empower each individual.
- Supports diverse cultures, perspectives, skills, and experiences.
- Committed to disability inclusion and providing reasonable accommodation/adjustments during the recruitment process.