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Senior Wealth Strategy Associate

Company: UBS
Location: Saint Louis
Posted on: May 19, 2019

Job Description:

Are you skilled at developing wealth management strategies? Does financial data excite you?We're looking for a Senior 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

Keywords: UBS, St. Louis , Senior Wealth Strategy Associate, Other , Saint Louis, Missouri

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