Wealth Planner

UBS Financial Services; Milano; In loco; EUR 70.000 - 100.000; Tempo pieno

Descrizione del lavoro

A leading financial services firm in Italy is seeking a Wealth Planning Advisor to develop personalized strategies and provide advisory services. Candidates should have a degree in Law or Economics, 7–10 years of experience in banking or legal firms, and in-depth knowledge of Italian regulations. Fluency in Italian and English is required. This role involves leading a team dedicated to exceptional client service, promoting collaboration and innovation.

Competenze

• 7–10 years of proven experience in similar roles.
• In-depth knowledge of Italian regulations regarding taxation and family law.
• Familiarity with cross-border and international planning topics.

Mansioni

• Support the front office during client and prospect meetings.
• Deliver holistic and personalized advisory services.
• Collaborate with internal departments for an integrated approach.
• Monitor regulatory developments and update the team.
• Promote Wealth Planning culture through training.

Conoscenze

Excellent communication

Interpersonal skills

Problem-solving skills

Fluent in Italian and English

Formazione

Degree in Law or Economics

Master’s degree in tax or wealth planning

Descrizione del lavoro

Are you skilled at developing wealth management strategies? Does financial data excite you?

• Support the front office during client and prospect meetings, contributing to the development of trusted relationships.
• Deliver holistic and personalized advisory services aligned with clients’ wealth and family needs.
• Collaborate with internal departments to ensure a multidisciplinary and integrated approach.
• Continuously monitor regulatory developments and update the team on innovative Wealth Planning solutions.
• Promote Wealth Planning culture through internal training and sharing of best practices.

You will lead a dedicated team of Wealth Planning Advisors who are committed to providing exceptional service to our clients. Your team will work closely with Client Advisors, CAG, CIO, and other departments to deliver a holistic wealth management experience. Collaboration and innovation are key aspects of your team's approach, ensuring that clients receive the best possible advice and solutions.

• Degree in Law or Economics; a master’s degree in tax or wealth planning is considered a plus.
• 7–10 years of proven experience in similar roles, preferably within banking (wealth planning teams), legal and tax firms, fiduciary companies, or trustee companies.
• In-depth knowledge of Italian regulations regarding personal and corporate taxation, asset protection tools, family law and succession law, extraordinary transactions, and philanthropic instruments.
• Familiarity with cross-border and international planning topics.
• Excellent communication, interpersonal, and problem-solving skills.
• Fluent in Italian and English; knowledge of additional languages is an advantage.

UBS Business Solutions SA
UBS Recruiting