Senior Wealth Planner - Zurich — Union Bancaire Privée
- Location
- Zurich, Switzerland
- Contract
- full-time
- Posted
- 34 days ago
Role overview
You will join the Wealth Planning Team at Union Bancaire Privée (UBP) in Zurich, Switzerland.
In this role, you will serve clients and partner with Relationship Managers to ensure that wealth planning needs are appropriately addressed.
You will provide guidance on succession and legacy planning, tax suitability, mobility planning, and wealth structuring—based on each client’s specific circumstances—to create added value and mitigate risk, collaborating with Compliance on an on-demand basis to ensure alignment with KYC/AML requirements and internal policies.
- You will join the Wealth Planning Team at Union Bancaire Privée (UBP) in Zurich, Switzerland.
- In this role, you will serve clients and partner with Relationship Managers to ensure that wealth planning needs are appropriately addressed.
- Main responsibilities:
- Proactive engagement with bankers to recognize and anticipate clients’ needs, and to identify, and capture business opportunities.
- Law background/diploma required for this role Fluency in English;
Main responsibilities
- Main responsibilities:
- Proactive engagement with bankers to recognize and anticipate clients’ needs, and to identify, and capture business opportunities.
- Provide and train Private Bankers with up-to-date, relevant technical information to understand impactful tax and legal developments and take proper action.
- Identify, present and discuss appropriate and compliant wealth planning solutions and strategies to meet clients’ needs: deliver customized service and bespoke strategies.
- Meet clients and prospects (including business travel with bankers)
- Actively promote Wealth Planning services across the Bank via ad hoc presentations and publications on selected, high-impact themes; actively support tax and legal wealth-preservation objectives.
- Maintain a high level of technical expertise on dedicated markets and take an effective, risk-based and outcomes-focused approach to mitigate risks.
- Build and maintain a network of intermediaries such as trust and corporate service providers, tax and law firms.
- Comply with external and internal compliance and regulatory requirements, including the Bank’s policies, operating procedures and controls to meet the Bank’s and regulatory requirements and protect the business from legal, financial and reputational risk.
- Integrate with the local team of Wealth Planners based in Zurich; collaborate across UBP Group; report to Head of Wealth Planning – Switzerland, based in Geneva.
Key requirements
- Law background/diploma required for this role Fluency in English;
Additional details
- Perform periodic and event-driven reviews (e.g., KYC refresh, trigger events) exclusively when initiated by Compliance.
- Law background/diploma required for this role Fluency in English;
- This is a 100% role located in Zurich.
Notes and original content
- Requirements:
- Law background/diploma required for this role
- Fluency in English;
- Start: asap
Questions about this listing
What salary does Union Bancaire Privée offer for this role?
Union Bancaire Privée lists CHF 101'500 - 154'000 gross per year for this position in Zurich, Switzerland. This is the salary published in the original listing (or, when the employer omits a figure, a realistic estimate for the role and sector) — the calculator on this site converts it to your actual net take-home once cross-border tax and social contributions are applied.
Is this a full-time role, and what type of contract does Union Bancaire Privée offer?
This listing is a full-time position. The contract type shown here comes directly from the employer's original posting; always confirm exact hours, notice period and probation length with Union Bancaire Privée during the application process, since these details can vary by role even within the same contract category.
Do I need a cross-border work permit for a role in Zürich?
EU/EFTA residents living in the border zone of the country adjoining Canton Zürich can apply for a G permit; the Swiss employer files it with that canton's migration office after the contract is signed. Border-zone rules and processing times vary by neighbouring country and canton, so confirm the specifics with Zürich's cantonal migration office or with HR during the application.
How do I apply for this position at Union Bancaire Privée?
Use the "Apply now" button on this page — it links directly to Union Bancaire Privée's original listing at iaadtu.fa.ocs.oraclecloud.eu, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
