Wealth Strategy Associate
UBS · Foster City
Are you skilled at developing wealth management strategies? Does financial data excite you?We’re looking for a Wealth Strategy Associate to learn the full scope of our business and ultimately grow into a role that is best suited to their interests and skillset. The role will consist of helping with the following:
Investments
• prepare performance reports and other materials for clients
• assist financial advisors in preparing for client conversations
• execute equity and fixed income trades
• assist with investment due diligence
Business Development, Marketing & Events
• provide support for client relationship building and business development activities
• plan team marketing events and maintain marketing materials
• perform business analytics as needed to support financial advisors in the growth of the business
• communicate and represent our team brand to ultra-high net worth clients of varying levels of sophistication
Operational & Organizational
• keep management systems up-to-date with client information
• educate clients on account services and capabilities