Wealth Strategy Associate

UBS · United States

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Are you skilled at developing wealth management strategies? Does financial data excite you?

We’re looking for a Wealth Strategy Associate to assist Financial Advisors with client/potential client meetings and provide support for client relationship building and business development activities by performing the following functions:

• Prepare financial plans for clients and potential clients
• Prepare performance reports for client review meetings
• Prepare investment portfolio proposals for client and potential client meetings
• Research, interpret and monitor investment performance and develop investment recommendations
• Implement investment strategies

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