Wealth Planner recruitment
UBS is one of leading wealth managers. Our business sector Wealth Planning (WP) is committed to providing comprehensive solutions to match our client's needs, objectives and expectations. We work with UBS client advisors to develop these high quality and tailor-made solutions.
The successful candidate will be responsible for working closely with Client Advisors, providing wealth structuring strategies and solutions to clients. The Wealth Planner will be the primary Client Advisor (CA) point of entry for wealth structuring solutions.
Key tasks and responsibilities include
- Actively supporting CA’s in client meetings, presentations and after-sales activities relating to asset ownership and asset transfer.
- Follow legal, political, tax and economic developments in specific countries and apply this knowledge to client situations
- Manage and develop CA relationships, and providing ongoing education and training to and for CA’s
- Participate in marketing events, road shows etc.
- Act as feedback facilitator for CA’s in relation to Product Development as it relates to WP solutions
- Work with desk heads and CA’s to support them in developing their business
Our ideal candidates should have the following requisites
- Minimum of 7 years experience in the financial industry, preferably with a professional qualification.
- Familiarity with legal and tax system of one or more jurisdictions and experience in providing legal, tax and structuring solutions for private individuals.
- Know-how and experience in sales marketing
- Strong presentation and public speaking skills, overall an excellent communicator
- Successful track record in a highly demanding and dynamic environment, while consistently a good team player
- Fluency in English and Mandarin required.
It starts with you
We can offer you an exciting, fast-paced working environment, a culture of mutual respect and teamwork 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.
To read more about this opportunity and to submit your application, please click on the Apply for Job button. You will be redirected to the UBS career website where you can submit your CV. All applications will be reviewed and responded to by the UBS recruitment team.
Disclaimer/ Policy Statement: 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.