Role & Company Overview
📋 Role Overview & Responsibilities
Job Reference #
293846BR
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
You’ll be working as part of Griep Wealth Management in our Minneapolis, MN office. We help high net worth and ultra high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.
Your expertise
strong analytic abilities matched with keen intuitive awareness of situations excellent computer proficiency in MS Word/Excel/PowerPoint/Outlook and web tools - this includes spreadsheet creation and proficient use of charts and relational databases understanding of performance measurement ability to manage multiple tasks and coordinate to meet deadlines; able to switch gears in various high-stress situations excellent communicator, with top-notch interpersonal skills series 7 and 66 licenses 3-5 years of experience in client service, within the finance sector bachelor's degree or equivalent, focusing on Finance or Business preferred
About Us
UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..
We have a presence in all major financial centers in more than 50 countries.
How We Hire
We may request you to complete one or more assessments during the application process. Learn more
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
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.
Frequently Asked Questions
How do I apply for the Wealth Strategy Associate position at UBS? ▼
Click the “Apply for this Position” button on this page to submit your application directly to UBS without recruitment intermediary fees.
Is this position eligible for remote work or visa sponsorship? ▼
This position is located in Minneapolis, MN with potential relocation and sponsorship assistance depending on candidate qualifications.
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