Wealth Planner

Are you passionate about helping others achieve their financial goals? Do you have a strong understanding of wealth management and investment strategies? If so, UBS is seeking a skilled Wealth Planner to join our team. As a Wealth Planner, you will work closely with high-net-worth clients to develop personalized financial plans and provide expert advice on wealth management strategies. We are looking for a driven and knowledgeable individual with excellent communication skills and a client-centric approach. If you are ready to take on a challenging and fulfilling role, we invite you to apply for this exciting opportunity at UBS.

1. Develop customized financial plans for high-net-worth clients based on their individual goals, risk tolerance, and current financial situation.
2. Provide expert advice and recommendations on wealth management strategies, including investment options, retirement planning, tax planning, and estate planning.
3. Conduct thorough financial analyses and research to stay up-to-date on industry trends and best practices.
4. Build and maintain strong relationships with clients, acting as their primary point of contact for all wealth planning needs.
5. Collaborate with other members of the UBS team, such as financial advisors and portfolio managers, to ensure a comprehensive and coordinated approach to client service.
6. Continuously monitor and assess clients' financial plans, making adjustments as needed to ensure they remain aligned with their goals and objectives.
7. Educate clients on various financial planning topics and provide guidance on making informed decisions.
8. Keep accurate and detailed records of client interactions and financial plans.
9. Stay compliant with all regulatory and legal requirements related to wealth planning and financial advising.
10. Participate in business development activities to attract and retain high-net-worth clients.

According to JobzMall, the average salary range for a Wealth Planner in Singapore is between SG$80,000 and SG$120,000 per year. This can vary depending on factors such as the individual's experience, qualifications, and the specific industry they work in. Additionally, the salary range may also be affected by the company's size and location. Overall, the salary for a Wealth Planner in Singapore is quite competitive and can offer attractive opportunities for career growth and development.

UBS is a global firm providing financial services in over 50 countries. The company provides wealth management, asset management, and investment banking services for private, corporate, and institutional clients worldwide.