Wealth Strategy Associate
UBS · Foster City
We're looking for a Wealth Strategy Associate to:• Support Financial Advisors in developing and implementing customized wealth management strategies and financial plans for clients.
• Analyze client financial information, goals, and risk tolerance to assist in preparing investment and planning recommendations.
• Prepare client presentations, reports, and planning materials to support client meetings and ongoing relationship management.
• Assist with the analysis, positioning, and marketing of UBS products and services while maintaining a high level of client service.
• Partner with Financial Advisors and other team members to deliver a seamless client experience and support business growth initiatives.