UBS

Wealth Planner

UBS  •  Singapore, SG (Onsite)  •  4 hours ago
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Job Description

Singapore

Product Management and Development

City

Singapore

Job Type

Full Time

Your Career Comeback

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.

The team

You’ll be working as part of the Wealth Planning team, based in Singapore and reporting to Co-Head (APAC)/ Head of Wealth Planning SEA. The team actively supports Client Advisors (CAs) in client meetings, providing Wealth Planning related advisory, structuring, presentations and after-sales activities relating to asset ownership, asset transfer and provide wealth planning technical and application training to Client Advisors. As a Wealth Planner, you would follow political, tax and economic developments in specific countries and apply this knowledge to client situations whilst ensuring that our wealth planning business continues meeting the bank's general and wealth planning specific standards and policies as well as to provide the best-in-class service and advisory platform.

Your skills and experience

  • Bachelor degree in finance, accountancy or law with a relevant professional qualification, preferably STEP, CPA or Law
  • at least 10-15 years experience in Wealth Planning and/or other related services such as Legal and Tax
  • familiar with legal and tax system of one or more jurisdictions and experience in providing legal, tax and structuring solutions for private individuals
  • marketing and sales capabilities, excellent communication skills with ability to express things simply and directly while maintaining a focused and controlled discussion
  • possess professional expertise related to wealth planning, tax and estate planning, accountancy, insurance, banking and investment
  • consistently demonstrate commitment to professional, ethical and legal standards
  • travel as required with Client Advisors
  • fluency in English and Mandarin to support any North Asian clients
  • you’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use.

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Contact Details

UBS Business Solutions SA

UBS Recruiting

Disclaimer / Policy Statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

UBS

About UBS

From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that it's our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. Ready to be part of #teamUBS and make an impact? Find out more at ubs.com/careers.

UBS works with individuals, families, institutions, and corporations around the world to help answer some of life's questions – whether through award winning wealth management advisory, investment banking and asset management expertise, or private and corporate banking services in Switzerland*. In June 2023, Credit Suisse became a UBS Group company.

With our large and diverse team operating internationally, we have a presence in all major financial centers in more than 50 countries. Although we all come from different backgrounds and specializations, two things unite us: the conviction that we’re stronger together, and the will and curiosity to constantly innovate. That’s the key to us unlocking our full potential (and what we look for in everyone who joins us). It’s also why we’re regularly recognized as an attractive employer.*

* Our awards https://www.ubs.com/awards

Social Media Legal Terms: http://www.ubs.com/social-legal

Industry
Finance & Insurance
Company Size
10,000+ employees
Headquarters
Zurich, CH
Year Founded
1862
Website
ubs.com
Social Media