Job Description

Business Divisions

Global Wealth Management

Your role

Are you very well organized? Do you like taking ownership for your own task portfolio? Do you enjoy analyzing complex situations to come up with a solution? You will be responsible for the leadership of the WP cluster in its delivery of value-added, personalized event specific and comprehensive wealth structuring strategies and solutions through the Client Advisors to clients, addressing their present and future needs of planning of financial, tax, estate and insurance related matters. The key focus is on advisory and acquisition support.

Key Tasks and Responsibilities Include:

• Leadership responsibilities for the Cluster including monitoring of KPI performance and results, product leadership, management communication, resourcing and staff support
• Responsible for the sale of UBS fiduciary instruments, referral of life insurance and other related solutions
• Actively supporting CAs 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
• Participate in marketing events, road shows etc.
• Act as feedback facilitator for CAs in relation to Product Development
• Ensure proper monitoring and control of the wealth planning business and compliance with the bank's general and WP specific standards and policies
• Provide product and wealth planning technical and application training to Client Advisors

Function Category

Sales

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?

Your team

You'll be working as a Cluster Head in the WM A&S Wealth Planning team. This team actively supports CAs in client meetings, structuring, presentations and after-sales activities relating to asset ownership and asset transfer and provide wealth planning technical and application training to Client Advisors. We 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.

Your expertise

• at least 7 - 10 years experience in Wealth Planning and/or other related services, with preferably 2 -3 years in a team leadership role
• 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
• excellent financial skills relating 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
• bachelor degree in finance, accountancy or law with a relevant professional qualification, preferably STEP, CPA or Law
• fluency in English and Mandarin required to support the Greater China client

About us

UBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

Your Career Comeback

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