at UBS
Bulge Bracket Investment BanksPosted 3 days ago
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**Portfolio Execution Analyst (15 month maternity cover):** Drive wealth management strategies, engage clients with insights, and enable advisor growth. Develop tailored asset allocation strategies, support relationship-building, and analyze portfolio performance. Key skills: Portfolio management, client engagement, business analytics, wealth strategy. Required: 5+ years' experience, CFA or relevant certification.
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Full Job Description
| Are you skilled at developing wealth management strategies? Does financial data excite you? Were looking for a Senior Wealth Strategy Associate to: assist financial advisors in client conversations, providing analytic information and aiming to understand the clients 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 | Show more Senior Wealth Strategy Associate |
