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Product Manager Wealth Planning Trusts and Foundations
August 3, 2018
Your role Are you an expert in international wealth and succession planning? Do you have profound expertise with client structures, especially with trust and foundation related services? Can you drive the offering, development and maintenance of such solutions for international HNWI/UHNWI clients? You could be who we are looking for to:
lead our team of product specialists in charge of maintaining and further developing UBS' Wealth Planning Trusts and Foundations (WP T&F) offering regularly review and update the country specific offerings maintain the policy and process framework for the fiduciary business of UBS develop standard documents used for the establishment and administration of client structures ensure that global and local regulatory requirements are adhered to and that the offering is adapted to fulfill regulatory changes act as contact for Wealth Planners and in-house Trust Company employees to support with policy and offering questions and in order to facilitate non-standard structuring requirements perform reviews and suitability checks with regard to the existing book of business based on industry developments and input from counsel and takes steps if required conduct trainings on the offering for UBS Client Advisors, Wealth Planners and UBS Trustee Company employees
Your team You'll be a member of the Wealth Planning Trust & Foundation team in charge of our product offering. The team members are in Switzerland, Hong Kong and Singapore and liaise closely with UBS Trustees, Wealth Planners, Client Advisors and Control Functions globally.
Your experience and skills You have: graduated in law (Bachelor / Master in Law) and/or you are a full member of STEP at least 5-10 years' profound practical experience related to the structuring of trusts, foundations and other fiduciary products experience with regulatory projects ideally a background in tax strong analytical skills and profound experience in handling complex matters with different stakeholders proven communication and presentation skills in front of clients, Client Advisors and Wealth Planners
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.
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?