Wealth Planner

Job description

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