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Wealth Strategy Associate

Morgan Stanley • Full-time • Tyler, TX, US • 1w ago

United States - Texas

Business management, administration and support

Global Wealth Management

Job Reference #

328760BR

City

Tyler

Job Type

Full Time

Your role

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 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

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 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 expertise

series 7 and 66 licenses (for registered CSAs only)
ideally [range/number] years of experience in client service, within the finance sector
bachelor's or master`s degree or equivalent, focusing on finance and/or business
excellent communicator, with top-notch interpersonal skills
analytical and logical (you can solve problems like nobody’s business)
team player

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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.