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Senior Wealth Planner — UK/Europe Tax & Structuring
Job in
Zürich, 8058, Zurich, Kanton Zürich, Switzerland
Listed on 2026-06-22
Listing for:
UNION BANCAIRE PRIVÉE, UBP SA
Full Time
position Listed on 2026-06-22
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
UNION BANCAIRE PRIVÉE, UBP SA in Zurich is looking for a wealth planning expert to join their team. The role involves collaborating with clients and Relationship Managers to address wealth planning needs, ensuring compliance and delivering education on strategies.
Strong expertise in UK wealth structuring, along with excellent communication and presentation skills, is essential. Candidates should have over 12 years of experience in wealth planning and fluency in both English and German.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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