Your role :

- Identifies tax, estate, insurance and other financial/wealth planning needs of the clients based on legal, political, tax and economic developments in their market or country and applies knowledge to clients, depending upon their personal situation, including risk tolerance

- Acts as close partner to the advisors and assists/supports them proactively in new and existing client relationships in financial/wealth planning related business

- Provides services, anticipates client needs, identifies short and long term solutions

- Recommends solutions from the full suite of products and services offered by UBS and third party partners to meet the needs of the client, also supports set up of external structures where beneficial for the client.

- Establishes working relationships with all relevant product divisions and maintains and develops contacts for the purpose of delivering innovative client oriented solutions

- Ensures monitoring and control to ensure that the financial/wealth planning recommendations/solutions are consistent with the Firm's research view and are in compliance with the specific standards, policies, guidelines and regulations

Your team :

You'll be working in the Wealth Planning team in Singapore

Your expertise :

- provide tax information and trainings

- provide tax support to product managers for the development and maintenance of various offerings, e.g. financial products, tax reporting

- provide tax support to wealth planners and front units

- participate in projects with multi-functional teams (e.g. Wealth Planners, Product Managers, Legal, Compliance, Group Tax, Operations & IT, Marketing, Business, Sales)

- build up and maintain a network of external tax consultants