Wealth Planning Associate - #1337073
UBS
Date: 1 week ago
City: Chattanooga, TN
Contract type: Full time
United States - Tennessee
Business management, administration and support
Global Wealth Management
We’re looking for a Wealth Planning Associate to:
We have a presence in all major financial centers in more than 50 countries
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
Job Reference #
294068BRCity
Chattanooga, NashvilleJob Type
Full TimeYour role
Are you skilled at developing wealth management strategies? Does financial data excite you?We’re looking for a Wealth Planning 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
Your team
You’ll be working as part of Wealth Management Americas. 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. As a [job title], you’ll play an important role in [benefit or gain or mandate]Your expertise
- series 7 and 66 licenses (for registered CSAs only)
- ideally 3-5 years of experience in client service, within the finance sector
- [bachelor's or master`s degree] or equivalent, focusing on finance
- excellent communicator, with top-notch interpersonal skills
- analytical and logical (you can solve problems like nobody’s business)
- team player
About 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 moreJoin us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needsFrom gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
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.How to apply
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