Subject line: Career Opportunity For Recent UCSB Graduates
Below is the Job description for a position as a Wealth Management Associate at UBS Financial Services.
As a Wealth Management Associate you will provide analytical, operational, and administrative support to a UBS Managing Director/Financial Advisor.
This is a great opportunity for recent graduates of ALL majors that are interested in learning more about the stock and bond markets.
Your role will be focused on enhancing the client experience and providing support to the financial advisor in their daily business practice, including but not limited to:
· Investment Analysis – Equity, Fixed-Income and Derivative-based asset classes
· Asset management and operational support
· Sales and Marketing support
· Daily interaction with clients
· Operational Management – performance reporting, disbursement processing, client reporting
You should be detail oriented with proven organizational skills, able to manage time efficiently and multi-task. The individual in this role will be a key stakeholder in the business, responsible for essential positioning and communication directly with clientele. The successful candidate will be a team player with a commitment to a high degree of client service.
If you become Registered in the first year (pass the Series 7, 66) you will also position products and services and represent UBS Financial Services Inc. and your Financial Advisor’s business.
Please use the link provided below to apply on the handshake website.