Senior Wealth Planning Advisor – UHNW Solutions

UBS; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

UBS Wealth Planner role based in Singapore involves leading wealth planning activities and supporting Client Advisors with advisory, structuring, and asset transfer geared to UHNW clients. You’ll monitor global tax and legal developments to tailor client solutions.

You will collaborate with the Wealth Planning SEA team, driving product development and client-focused growth while adhering to UBS standards and policies in a dynamic market.

Qualifications

• Bachelor degree in finance, accountancy or law with a relevant professional qualification, preferably STEP, CPA or Law.
• At least 10-15 years experience in Wealth Planning and/or other related services such as Legal and Tax.
• 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.
• Possess professional expertise related 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.
• Fluency in English and Mandarin to support any North Asian clients.
• Curious to explore how AI can improve how we build, deliver, and optimize workflows.

Responsibilities

• Be responsible for the facilitation of UBS fiduciary instruments, referral of life insurance and other related Wealth Planning solutions.
• Actively supporting Client Advisors (CAs) in client meetings, presentations and after-sales activities relating to wealth planning advisory, including 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 and road shows aligned with Wealth Planning & UHNW and Global Wealth Management initiatives.
• Act as facilitator for CAs in relation to Product Development and business growth.

Skills

Marketing & sales

Communication

Clear communication

English & Mandarin

Travel readiness

Education

Bachelor degree in finance/accountancy/law

Professional qualification (preferably STEP, CPA or Law

Job description

UBS Wealth Planner role based in Singapore involves leading wealth planning activities and supporting Client Advisors with advisory, structuring, and asset transfer geared to UHNW clients. You’ll monitor global tax and legal developments to tailor client solutions.

You will collaborate with the Wealth Planning SEA team, driving product development and client-focused growth while adhering to UBS standards and policies in a dynamic market.