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Senior Wealth Planning Architect

Job in Zürich, 8058, Zurich, Kanton Zürich, Switzerland
Listing for: UBP - Union Bancaire Privée
Full Time position
Listed on 2026-06-22
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 150000 - 200000 CHF Yearly CHF 150000.00 200000.00 YEAR
Job Description & How to Apply Below
Location: Zürich

UBP - Union Bancaire Privée in Zurich is seeking a knowledgeable Wealth Planning specialist. The role involves engaging proactively with clients and bankers, providing tailored wealth planning solutions and training Private Bankers on essential technical information.

The ideal candidate has over 12 years of expertise in wealth planning, particularly in UK and Anglo-Saxon jurisdictions, and must be fluent in English and German. The position demands exceptional presentation skills and the ability to communicate complex ideas effectively.

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Position Requirements
10+ Years work experience
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