Senior Wealth Planner - Global Wealth & Tax Advisory

UBS; Singapore; On-site; SGD 180,000 - 250,000; Full time

Job summary

UBS Wealth Planning team in Singapore seeks an organized professional to support Client Advisors in client meetings, wealth planning advisory, and after-sales activities including asset ownership and transfers.

You will monitor legal, tax and economic developments across jurisdictions, contribute to marketing events, and facilitate product development to drive growth while upholding UBS standards.

Qualifications

• Bachelor degree in finance, accountancy or law with STEP/CPA/Law preferred.
• 10–15 years experience in Wealth Planning or related services (Legal/Tax).
• Familiar with legal and tax systems in one or more jurisdictions.
• Excellent communication and sales capabilities.
• Professional expertise related to wealth planning, tax and estate planning, accounting, insurance, banking and investment.
• Commitment to professional, ethical and legal standards.
• Willingness to travel with Client Advisors.
• Fluency in English and Mandarin to support North Asian clients.
• Curious about applying AI to improve workflows with sound judgment.

Responsibilities

• Be responsible for facilitation of UBS fiduciary instruments, referral of life insurance and related Wealth Planning solutions.
• Actively supporting Client Advisors in client meetings, presentations and after-sales activities relating to wealth planning advisory.
• Follow legal, political, tax and economic developments and apply to client situations.
• Participate in marketing events and road shows aligned with Wealth Planning, UHNW and Global Wealth Management initiatives.
• Facilitate for Client Advisors in relation to Product Development and business growth.

Skills

Wealth Planning

Marketing & Sales

Communication skills

Ethical standards

Client advisory

Travel

English & Mandarin

Education

Bachelor degree in finance/accountancy/law

Professional qualification: STEP/CPA/Law

Job description

UBS Wealth Planning team in Singapore seeks an organized professional to support Client Advisors in client meetings, wealth planning advisory, and after-sales activities including asset ownership and transfers.

You will monitor legal, tax and economic developments across jurisdictions, contribute to marketing events, and facilitate product development to drive growth while upholding UBS standards.