Financial Planning Analyst

UBS is a leading global financial services firm. Global Wealth Management & Business Banking offers sophisticated wealth management services and personalized advice to help our clients achieve their financial goals. We are the world's leading wealth management business, Switzerland's leading retail and commercial bank, and one of the biggest private client businesses in the USA. By combining your talent with our strength, we can achieve great results.

Your job is to provide case support by phone to the firm's users of Initial Planning, Fundamental Planning, Wealth Analytics, Investment Strategy Review, and Allocation Masters. You will also be expected to be capable of producing the Initial and Fundamental Plans. You will assist in the development, testing and enhancement of software programs as well as the development of the planning platform which will include designing and implementing training programs. You will participate in special projects and other additional duties from time to time.

Basic Qualifications
You are proficient in the software programs underlying the Planning Service Offerings. These programs include proprietary and third part asset allocation and financial planning software programs.

We can offer you an exciting, fast-paced working environment, a culture of mutual respect and commitment to maintaining the highest ethical standards and the opportunity to play a vital role in our growth.

If you are attracted to joining an organization where every individual's contribution counts and where your talent will impact on our future, please apply for this position. It starts with you.

UBS is an equal opportunity employer. We respect and seek to empower each individual and the diverse cultures, perspectives, skills and experiences within our workforce.