Senior Wealth Planner & Estate Strategy Advisor

UBS Group AG; Hong Kong; On-site; HKD 900,000 - 1,500,000; Full time

Job summary

UBS Group AG in Hong Kong seeks an experienced Wealth Planning professional to lead sophisticated planning conversations with high net-worth clients, focusing on succession, residency, and tax optimization, while presenting wealth structuring solutions through Client Advisors. The role requires 7–10 years in wealth planning, fluency in English and Mandarin, and a finance/accounting/law degree.

You will support advisors, monitor regulatory developments, and contribute to training and product

Qualifications

• 7–10 years experience in Wealth Planning or related services
• Familiar with legal and tax systems of one or more jurisdictions; experience providing legal, tax and structuring solutions for private individuals
• Marketing and sales capabilities; excellent communication skills; able to express clearly in discussions
• Excellent financial skills related to wealth planning, tax and estate planning, accounting, insurance, banking and investments
• Commitment to professional, ethical and legal standards
• Bachelor degree in finance, accountancy or law
• Fluent in English and Mandarin Chinese

Responsibilities

• Lead wealth planning conversations with clients and prospects on topics such as succession, incapacity planning, mobility and residency planning; introduce wealth planning tools to meet client objectives
• Support Client Advisors in meetings, presentations and after-sales relating to trust structuring, asset ownership and transfers
• Monitor legal, political, tax and economic developments in specific countries and provide updates to clients
• Participate in marketing events, roadshows, etc.
• Act as feedback facilitator for Client Advisors in relation to Product Development
• Ensure compliance with bank-wide and wealth planning standards and policies
• Provide wealth planning training to Client Advisors

Skills

Wealth planning

Client communication

Marketing & sales

Financial analysis

Professional ethics

Education

Bachelor degree in finance/accountancy/law

Job description

UBS Group AG in Hong Kong seeks an experienced Wealth Planning professional to lead sophisticated planning conversations with high net-worth clients, focusing on succession, residency, and tax optimization, while presenting wealth structuring solutions through Client Advisors. The role requires 7–10 years in wealth planning, fluency in English and Mandarin, and a finance/accounting/law degree.

You will support advisors, monitor regulatory developments, and contribute to training and product