Discover your dream Career
For Recruiters

Wealth Planner

UBS Hong Kong
Posted 2 days ago Permanent Competitive
Your role
Are you an innovator who loves to solve problems? We are looking for someone to use their expertise to help us deliver the best-in-class service for our clients by:

• supporting Wealth Planning Relationship Managers in performing relationship management services for trust structures and compiling trust review related materials
• helping answer queries from markets and clients
• preparing trust and other related banking documents and dealing with trust restructuring and upgrade documentations and attending to matters arising therefrom.

Your team
You'll be working as part of the Wealth Planning team in A&S Hong Kong. We actively support Client Advisors in client meetings, presentations and marketing activities relating to wealth and succession planning. We follow 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.

Your expertise
• 5 - 7 years of relevant client facing experience working in a trust company or bank
• Demonstrate commitment to professional and ethical standards with high integrity
• Enthusiastic self-starter who shows high level of drive and energy and speaks with conviction and confidence
• Excellent communication and sales skills with ability to express things simply while maintaining a focused and controlled discussion
• Good financial skills relating to banking generally but specifically tax, estate and succession
• Travelling may be required depending on coverage
• University degree in finance or law preferred with either a relevant professional qualification or in the process of completing STEP diploma
• Fluent in written and spoken English and Chinese (both Mandarin and Cantonese

About us
UBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?
Job ID  293531BR
More Jobs From UBS
UBS
GWM Compliance Officer
UBS
Hong Kong
5 hours ago Full time Competitive
UBS
Client Advisor - South East Asia Market
UBS
Hong Kong
3 days ago Full time Competitive
UBS
Client Advisor - Global Family and Institutional Wealth
UBS
Hong Kong
3 days ago Full time Competitive
UBS
Client Advisor - Taiwan International
UBS
Hong Kong
3 days ago Full time Competitive
UBS
Client Advisor - China International
UBS
Hong Kong
4 days ago Full time Competitive
UBS
Due Diligence Officer
UBS
Hong Kong
2 days ago Full time Competitive
UBS
Wealth Planner, Finanzplanungsspezialist/in WM Bern
UBS
Berne, Switzerland
8 days ago Full time Competitive
UBS
Client Advisor WM APAC Switzerland Team China in Zurich
UBS
Zurich, Switzerland
8 days ago Full time Competitive
UBS
Client Advisor WM APAC Switzerland Team UHNWI
UBS
Zurich, Switzerland
8 days ago Full time Competitive
UBS
Client Account Manager - Greater China Singapore
UBS
Singapore
4 days ago Full time Competitive

Boost your career

Find thousands of job opportunities by signing up to eFinancialCareers today.
Recommended Jobs