lead a team of Singapore-based wealth planners who engage in wealth planning (advisory) discussions with APAC domiciled UHNW and HNW clients to help them achieve their wealth transition needs and objectives in relation to succession, legacy, liquidity, asset protection, tax optimization, mobility planning and professionalization of their wealth management set up through family offices
work closely with UBS Trustees in the various UBS trustee locations globally to facilitate the establishment of UBS trust structures for clients
provide oversight to a team of trust relationship managers who support the ongoing administration of UBS trust structures and where necessary, facilitate restructuring of UBS trust structures based on client's needs, changing regulatory requirements and group policies
identify life insurance referral opportunities based on clients' wealth planning needs and support initiatives for LI referral business
develop and implement strategic and business development initiatives for wealth planning function by providing market relevant intelligence and coordinating between internal and external stakeholders
support an ecosystem of external partners (legal advisors, tax advisors, insurance companies, insurance brokers, etc) with the view of providing a comprehensive range of wealth advisory services
manage policies, procedures and controls to ensure quality of team's advisory services and adherence to relevant regulations and UBS policies
collaborate with global wealth planning functions (including UBS trustees) to provide specialist knowledge from an APAC perspective to assist in the development and implementation of wealth planning strategies, solutions and policies globally and regionally
represent UBS as leader in wealth planning industry and participate in industry events (including speaking at wealth management conferences) and keep abreast of market competition, industry changes, service innovations, and other pertinent information which may impact UBS' wealth planning strategy and positioning
minimum of 15 years relevant working experience in a wealth management institution or the private wealth practice of a law or advisory firm
minimum 5 years of people leadership experience
proven track record in wealth planning and structuring
proven track record in people management
strong communicator and strategic thinker
achiever who can translate strategy into plans and plans into actions
About us Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.
We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?
Join us We're a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now.
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.