at UBS
Bulge Bracket Investment BanksPosted 13 days ago
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**Portfolio Strategist** integral to UBS Workplace Financial Wellness growth. Key responsibilities include understanding client financial wellness, presenting personal finance topics, engaging clients to identify needs, delivering actionable steps, and driving positive financial change. Leads webinars, collaborates for growth, and partners internally to enhance overall Financial Wellness offering. Requires proficiency in financial management, strong communication skills, and experience in wealth management or similar fields.
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Full Job Description
| Do you want to be integral to supporting the development of UBS Workplace Financial Wellness business? Are you passionate about understanding unique client situations and delivering financial education and guidance? We are looking for someone like you who who can: obtain a deep understanding of how UBS defines Financial Wellness and deliver this framework to various employee segments of corporate clients demonstrate proficiency and present across a broad range of personal financial management topics engage in a broad 'discovery' conversation to identify an individual's specific financial needs execute on a robust and engaging client experience through the delivery of financial wellness guidance and actionable steps influence employees to break down poor financial habits and drive positive financial change, both near and long term provide education & coaching with respect to the employee's short and long term financial goals lead and deliver in webinars that cover various financial topics as well as collaborate across the employee wealth services team to identify opportunities for continued asset growth, revenue expansion and client retention collaborating with internal business partners to enhance the overall Financial Wellness offering | Show more Financial Wellness Coach, UBS Wealth Advice Center |
