Company:
UBS
Location: Houston
Closing Date: 27/10/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description
Your role
• 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 a member of Elias Charles Wealth Management team in our Houston, TX 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
• series 7 and 66 licenses
• ideally 2-3 years of experience in client service, within the finance sector
• bachelor's or master`s degree or equivalent, focusing on finance
• excellent communicator, with top-notch interpersonal skills
• analytical and logical (you can solve problems like nobody's business)
• team player
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.
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?
• 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 a member of Elias Charles Wealth Management team in our Houston, TX 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
• series 7 and 66 licenses
• ideally 2-3 years of experience in client service, within the finance sector
• bachelor's or master`s degree or equivalent, focusing on finance
• excellent communicator, with top-notch interpersonal skills
• analytical and logical (you can solve problems like nobody's business)
• team player
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.
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?
Share this job
UBS