Wealth Planner

About the role

UBS is looking for a Wealth Planner in its Singapore-based Wealth Planning team, reporting to the Co-Head (APAC) / Head of Wealth Planning SEA. The team supports Client Advisors (CAs) in client meetings, presentations and after-sales activities on wealth planning advisory, asset ownership and asset transfer, and provides technical and application training to CAs. The role follows political, tax and economic developments in specific countries and applies them to client situations.

Key responsibilities

• Facilitate UBS fiduciary instruments and refer life insurance and other related Wealth Planning solutions
• Support CAs in client meetings, presentations and after-sales activities, including asset ownership and asset transfer
• Follow legal, political, tax and economic developments in specific countries and apply this knowledge to client situations
• Take part in marketing events and road shows linked to Wealth Planning, UHNW and Global Wealth Management sector initiatives
• Act as facilitator for CAs on product development and business growth

Required profile

• Bachelor's degree in finance, accountancy or law with a relevant professional qualification, preferably STEP, CPA or Law
• At least 10-15 years of experience in Wealth Planning and/or related services such as legal and tax
• Familiarity with the legal and tax systems of one or more jurisdictions and experience providing legal, tax and structuring solutions for private individuals
• Marketing and sales capabilities, with excellent communication skills
• Fluency in English and Mandarin to support North Asian clients; travel as required with Client Advisors

Required skills

• Professional expertise in wealth planning, tax and estate planning, accountancy, insurance, banking and investment
• Commitment to professional, ethical and legal standards