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Senior Wealth Planner — UK​/Europe Tax & Structuring

Job in Zürich, 8058, Zurich, Kanton Zürich, Switzerland
Listing for: UNION BANCAIRE PRIVÉE, UBP SA
Full Time position
Listed on 2026-06-22
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor
Salary/Wage Range or Industry Benchmark: 100000 - 125000 CHF Yearly CHF 100000.00 125000.00 YEAR
Job Description & How to Apply Below
Location: Zürich

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.

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Position Requirements
10+ Years work experience
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