UBS Financial Services Senior Wealth Planner - Trust & Foundation in Genève, Switzerland
Are you an expert in International Wealth Planning? Do you have profound, practical expertise with the maintenance of client structures, especially with foundation and trust and related services? Are you interested in offering, reviewing and maintaining such solutions for international HNWI/UHNWI clients? We are looking for someone to:
\tadvise Settlors/Founders/Beneficiaries in relation to Wealth Planning Trust & Foundation (WP T&F) fiduciary products & services
\ttake responsibility for an existing book of trust and foundation structures
\tact as core contact for in-house Trust Companies regarding existing trust structures and as responsible Wealth Planner and representative of the UBS owned Corporate Foundation Board Member for foundations
\tperform regular reviews and suitability checks with regard to the existing WP T&F book in coordination with Settlors/Founders/Beneficiaries and with Trustee and Foundation Board Members. The role includes the implementation of the respective findings
\tsupport Client Advisors to maintain and enhance long-term relationships with clients and their families, to support asset retention, revenue generation and the set-up of new WP T&F structures
\tgather client advisor and client insights for WP T&F to help increase service quality and improve the WP T&F offering
What we offer:
Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.
Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us).
Take the next step:
Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.
UBS HR Recruiting Switzerland
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.
You’ll be a member of the Wealth Planning Trust & Foundation Team in Geneva. We work closely together with Client Advisors and Wealth Planners in Booking Center Switzerland as well as with in-house Trustees and External Service Providers (in relation to the foundation book).
Your experience and skills:
\tgraduated in law (Bachelor / Master in Law) and/or you are a full member of STEP
\tat least 5-10 years profound practical experience related to the handling of trusts, foundations and other fiduciary products
\tstrong analytical skills and profound experience in handling complex matters with different stakeholders
\tproven communication and presentation skills in front of clients and client advisors (you’re persuasive)
\ta self-starter, intrinsically motivated, highly organized with a good sense to prioritize and get things done
\tready to work in a team collaboratively and independently as well
\table to identify and address relevant Wealth Planning needs of clients
\tfluent in French and English (orally and in writing)
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?
Job Reference #: 171459BR
Business Divisions: Wealth Management
Title: Senior Wealth Planner - Trust & Foundation
Job Type: Full Time
Country / State: Switzerland - Western Switzerland
Function Category: Business development, Product Management and Development