Are you skilled in developing wealth management strategies and interested in the capital markets? Does financial data excite you? We are looking for someone with excellent communication and analytical skills to provide support to a dynamic top 100 Private Wealth Management team at UBS.

• Provide support for client relationship experience and business development activities
• Integral part in assisting Financial Advisors with client/prospect meeting preparation, providing
analytical information and aiming to understand the client’s goals
• Create, analyze and interpret portfolio performance reviews and make recommendations to Financial Advisors for potential changes
• Develop customized asset allocation strategies and investment solutions for clients
• Perform business analytics as needed to support financial advisors in the growth of the business
• Understand UBS product offering and solutions
• Collaborate with team to provide client support and high-quality service
• Provide administrative and trading support to the Senior Portfolio Manager in maintaining equity strategy models

Detailed salary information:
• New York: the salary range for this role is $77000 to $100000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.