Job Highlights Title: Senior Wealth Strategy AssociateType: Full TimeExperience: 3 YearsFunction: Business ManagementLocation: Tucson, AZ, United StatesCompany: UBSCompany Profile UBS is the world's largest global wealth manager. The bank operates through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank.Job Profile The bank is recruiting a Senior Wealth Strategy Associate who will help high net worth and ultra-high net worth individuals and families meet their financial goals through products and services specifically designed for them. They will play an important role in developing various wealth management plans and strategies.Education Level Bachelor's Degree or equivalentWork Experience At least 3 years of experience in client service within the finance sectorSeries 7 and 66 licensesDuties / Responsibilities Analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential changeAssist financial advisors in client conversations, providing analytic information and aiming to understand the client's goalsDevelop customized asset allocation strategies and investment solutions for clientsPerform business analytics as needed to support financial advisors in the growth of the businessProvide support for client relationship-building and business development activitiesSkills / Knowledge / Abilities Analytical and logical problem solvingExcellent communicator, with strong interpersonal skillsTeam playerEmployer's Statement UBS is an Equal Opportunity Employer.#J-18808-Ljbffr