Wealth Planner

UBS AG; 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

Wealth Planner

Singapore

Product Management and Development

Global Wealth Management

Job Reference #

341818BR

City

Singapore

Job Type

Full Time

Key responsibilities

Are you very well organized? Do you like taking ownership for your own task portfolio? Do you enjoy analyzing complex situations to come up with a solution? We're looking for someone to:

• 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 but not limited to 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, road shows in-lined with both Wealth Planning & UHNW and Global Wealth Management (GWM) Sector specific initiatives and strategies
• act as facilitator for CAs in relation to Product Development and business growth

Your Career Comeback

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.

The team

You’ll be working as part of the Wealth Planning team, based in Singapore and reporting to Co-Head (APAC)/ Head of Wealth Planning SEA. The team actively supports Client Advisors (CAs) in client meetings, providing Wealth Planning related advisory, structuring, presentations and after-sales activities relating to asset ownership, asset transfer and provide wealth planning technical and application training to Client Advisors. As a Wealth Planner, you would follow political, tax and economic developments in specific countries and apply this knowledge to client situations whilst ensuring that our wealth planning business continues meeting the bank's general and wealth planning specific standards and policies as well as to provide the best-in-class service and advisory platform.

Your skills and experience

• 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
• you’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use.

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.

Join us

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.

Contact Details

UBS Business Solutions SA
UBS Recruiting

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.