Senior Wealth Strategy Associate
UBS United States - Minnesota Client advisory / Relationship management
Posted 2026-10-26
About the role
Are you skilled at developing wealth management strategies? Does financial data excite you? We’re looking for a Senior Wealth Strategy Associate to: • 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. • actively participate with Financial Advisors in proactive client outreach in anticipating impacts on clients’ portfolio
Listed from UBS's career site, where it was posted on 2026-10-26. The firm's page is the reference for the details and the application.