Succession Planner/in Wealth Management — UBS
- Location
- Zürich
- Contract
- Full-time
- Posted
- 2 days ago
Full description
Key responsibilities Do you bring in-depth expertise in property and inheritance law? Do you think entrepreneurially and recognize complex customer needs early on? Do you like to work interdisciplinary and convince through clear communication?
We are looking for you for
- Holistic advice to wealthy private clients as well as entrepreneurs and executives on estate and asset issues
- Preparation of wills, marriage and inheritance contracts and provision orders
- Structuring of lifetime capital transfers and support of company successions
- Proactive recognition of customer needs and development of customized solutions
- Close cooperation with customer advisors and internal/external specialists
- Representation of expertise in presentations, events and knowledge transfer
Your Career Comeback We are open to applications from returnees. More information about our program: ubs.com/careercomeback .
The team You will become part of a professional and collegial team in wealth planning that focuses on quality, collaboration and customer orientation. We support your professional and personal development through internal training and external further education and offer you an environment in which you can assume responsibility and further develop your role.
Your skills and experience
- Completed legal studies, ideally with a lawyer's patent
- Several years of practical experience in matrimonial property and inheritance law and in adult protection law, ideally in a law firm, a bank or a comparable environment
- Team-oriented, committed personality with a professional appearance
- Readiness for continuous professional and personal development
- German and English fluent in word and writing
About us UBS is a leading global asset manager and the leading universal bank in Switzerland. We also offer diversified solutions in asset management and focused skills in investment banking. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets worldwide. We know that great work is never done alone. That is why we put cooperation at the heart of everything we do. Together we are more than just ourselves. Want to know more? Visit ubs.com/careers.
Join us At UBS, we know that our employees, with their different skills, experiences and backgrounds, make our success. We are passionate about putting our employees first by offering them new challenges, a supportive team, development opportunities and, where possible, flexible working conditions. Our inclusive culture brings the best out of our employees, no matter where they are on their career path. And we use artificial intelligence (AI) to work smarter and more efficiently. We also know that great work is never done alone. That is why cooperation is at the heart of our action. Together we are stronger. We are committed to the inclusion of people with disabilities and strive to make our application process accessible to all. If you need support during our recruitment process, you can therefore contact us at any time.
Contact Details UBS Business Solutions SA UBS Recruitment
Disclaimer / Policy statements UBS is an employer that promotes equal opportunities. We respect all employees as individuals as well as different cultures, perspectives, skills and experiences of our staff.
Questions about this listing
What salary does UBS offer for this role?
The original listing does not state a salary. Our estimate for this role and sector in Zürich is CHF 83'000 - 127'500 gross per year — an estimate, not a figure communicated by UBS. The calculator on this site converts a gross salary into 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 UBS 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 UBS 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 UBS?
Use the "Apply now" button on this page — it links directly to UBS's original listing at jobs.ubs.com, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
