Head of Wealth Planning Singapore Head of Wealth Planning Singapore …

in Singapore
Permanent, Full time
Be the first to apply
in Singapore
Permanent, Full time
Be the first to apply
Job Reference #226064BR
Your team
• 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

Your expertise
• 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.
Company Overview

UBS works with individuals, families, institutions, and corporations around the world to help answer some of life's questions – whether through award winning wealth management advisory, investment banking and asset management expertise, or private and corporate banking services in Switzerland.
We're a team of more than 66,000 colleagues, collaborating across all major financial centers in 50 countries. We strive for excellence in everything we do, and this has awarded us recognition across our businesses. We offer a collaborative, international and diverse working environment that rewards passion, commitment and success – and are regularly recognized as an attractive employer.

Together for the goals
#TOGETHERBAND raises awareness about the 17 United Nations Sustainable Development Goals for 2030 through 17 uniquely colored bracelets. Each pack contains two individually packaged bands: one to wear and one to share so you can spread the word about what goal matters most to you and give someone else the opportunity to do the same. The production and money raised from the sales of these bands will help fight injustices such as poverty and gender inequality as well as climate change and unfair labor.

Right now, #TOGETHERBAND is helping to support emergency COVID-19 relief. For the month of April, our partners at #TOGETHERBAND have created TOGETHER FUND to help fight the pandemic and provide aid to those who need it most.

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