Wealth Planner

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

Key responsibilities

Do you like taking ownership for your own task portfolio? Do you enjoy analyzing complex situations to come up with wealth planning options? You will work in the wealth planning team contributing to 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

• Responsible for having wealth planning conversations with clients and prospects on topics such as succession and incapacity planning, mobility and residency planning and where relevant, introducing wealth planning tools (e.g. trusts and wills, referral of life insurance and other related solutions) to meet clients’ objectives
• Actively support CAs in client meetings, presentations and after-sales activities relating to trust structuring, asset ownership and asset transfer
• Follow legal, political, tax and economic developments in specific countries and provide relevant updates to clients
• Participate in marketing events, road shows etc.
• Act as feedback facilitator for CAs in relation to Product Development
• Ensure compliance with all bank's general and WP specific standards and policies
• Provide product and wealth planning technical and application training to Client Advisors

We are open to applications from career returners.

The team

You’ll be working in the WM 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 provide relevant updates to clients whilst ensuring that our wealth planning business continues meeting the bank's general and wealth planning specific standards and policies.

Your skills and experience

• at least 7 – 10 years experience in Wealth Planning and/or other related services
• 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
• bachelor degree in finance, accountancy or law
• fluent in English and Mandarin Chinese

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.

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.

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 is one of the world's leading financial firms, serving a discerning international client base. It is a leading global wealth manager, a leading global investment banking and securities firm with a strong institutional and corporate client franchise, one of the largest global asset managers and the market leader in Swiss commercial and retail banking. By combining your talent with our strength, we can achieve great results.

UBS is one of the world's leading financial firms, serving a discerning international client base. It is a leading global wealth manager, a leading global investment banking and securities firm with a strong institutional and corporate client franchise, one of the largest global asset managers and the market leader in Swiss commercial and retail banking. By combining your talent with our strength, we can achieve great results.

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