Taiwan

Product Management and Development

Global Wealth Management

Your role

Are you skilled at developing wealth plan strategies? Does financial data excite you?

• provide comprehensive wealth planning and succession structure advice to HNW and Ultra HNW clients
• deliver family office advisory services, covering family governance, strategies and next generation planning
• advise on onshore and offshore trust structures
• partner closely with Client Advisors, internal product specialists and group tax, legal and C&ORC teams

Job Reference #

329126BR

City

Taipei

Job Type

Full Time

Your team

You'll be working in Wealth Planning and Family Office Advisory team in Global Wealth Management Taiwan. You will support Team Head and senior Wealth Planners for the relevant materials preparation and trust reporting.

You will work with Client Advisors, internal product specialists, Marketing, Operation team, and group tax, legal and C&ORC teams to deliver the project development and client's request.

Your expertise

• university degree in Finance, Law, Accounting, or related
• advanced qualifications, such as CFP, CFA, CPA are preferred
• minimum 10 years of relevant experience in wealth planning, trust, insurance, tax and legal, or family office advisory
• strong understanding of gift and estate tax and legal regulations and succession planning
• excellent interpersonal and communication skills; proven ability to handle client discussions
• fluent in English and Mandarin speaking and writing
• demonstrated ability to work in a collaborative, client-centric, and multicultural environment

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Contact Details

UBS Business Solutions SA
UBS Recruiting

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.