A wealth strategy associate provides support to the branch team and development of wealth management strategies and marketing efforts.
Assist financial advisers with client potential client meetings and provide support for client relationship building and businesses development activities.
Prepare supporting materials and sample reports that can be used repeatedly in client and potential client meetings.
Perform business analytics as needed to support financials advisors in the growth of business.
Drive marketing efforts of the team including activities such as contacting current or potential clients, advertising, preparing and participating in client seminars and marketing efforts.
Leverage firm platform and develop financial plans for clients.
Develop customized assets allocation strategies and investment solutions for clients.
Analyze and interpret portfolio performance reviews and make recommendations to financial advisers for potential change.
Developed customize marketing plans and materials for targeted at current and potential clients
Rank level description:
Scope and complexity of role: Authorized officer's deal with variety of standard and non-standard activities for one manager, a team or certain area or location. This may include administrative or professional work and keeping processes and data up-to-date.
Autonomy: Authorized officers generally work under moderate supervision and within clearly defined processes, sufficiently away for their own input.
Organizational impact: Their impact is mainly within the team as a productive resource supporting change processes and procedures.
Please Visit on our website at www.UBS.com for full disclosure.
Additional Salary Information: Please visit us at www.UBS.com for full disclosures
Internal Number: 213385BR
About UBS Financials Services Inc.
As the world's largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice. Clients have access to a wide range of products from the world’s leading third-party institutions that complement UBS’s own offerings.