Senior Wealth Strategy Associate
UBS United States - New York Business development, Client advisory / Relationship management, Finance, Management and Business Support, Marketing and Communications, Operations, Portfolio and fund management, Strategy
Posted 2026-10-23
About the role
• 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
Listed from UBS's career site, where it was posted on 2026-10-23. The firm's page is the reference for the details and the application.