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Wealth Strategies Analyst, Assistant Vice President

Company: MUFG
Location: Irvine
Posted on: June 8, 2021

Job Description:

Wealth Strategies Analyst, Assistant Vice President

  • Requisition # 10035598-WD
  • Job Type Day
  • Location Irvine, CALIFORNIA
  • Brand
  • Date Posted 03/05/2021

Your potential. Your opportunity.

Are you passionate about creating an exceptional client experience?

Discover your opportunity with Union Bank, a division of the Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world. At Union Bank, we care about the details that matter most to our clients. We have our clients' best interest in mind, drawing on more than 150 years of experience to understand their distinct needs and tailor our solutions. We're part of 180,000 colleagues around the globe striving to be the world's most trusted financial group. Trust starts with a culture of putting people first and empowering you to achieve your potential. Join Union Bank, where being inspired is expected and creating results is rewarded.

Job Summary:

The Wealth Strategies Analyst prepares analysis to support comprehensive and modular wealth plans for affluent business owners, corporate executives, families and individuals.

Major Responsibilities:

Works with Wealth Strategists to:

  • Organize and assess quantitative information and documents
  • Identify and evaluate financial scenarios and alternatives
  • Develop written recommendations
  • Assist in the implementation and monitoring of strategies in conjunction with internal wealth specialists and external professionals.
  • Prepares sophisticated financial modeling and develops innovative strategies in the areas of tax planning, equity risk management, investment planning, insurance planning, debt management, estate and charitable planning, business succession planning, and retirement planning.

Job Requirements/Qualifications:

  • 2-5 years of sophisticated wealth planning experience required.

  • Bachelor's Degree in Finance or related field and CFP designation required.

  • Work experience with Moneyguide Pro, eMoney, WealthTec, Naviplan or comparable planning programs required.

  • Ability to perform under tight deadlines and deliver results.

  • Project management experience required.

  • Must be detailed oriented with creative problem-solving abilities, good interpersonal skills, and be a team player

  • High level of proficiency with full Microsoft office suite including Outlook, MS Excel, PowerPoint, and Word. CPA, JD, LLM Professional Designations Preferred

The above statements are intended to describe the general nature and level of the work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.

We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category.

A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it's the bank's policy to only inquire into a candidate's criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.

Keywords: MUFG, Irvine , Wealth Strategies Analyst, Assistant Vice President, Other , Irvine, California

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