Wealth Planner

Job Reference #

318097BR

Job Type

Full Time

Your role

As a Wealth Planner, you will play a crucial role in helping our clients achieve their financial goals. By providing comprehensive financial planning services, you will have a significant impact on the organization by enhancing client trust, confidence, satisfaction and loyalty. You will:

• go through a robust learning program to develop your skills in financial planning and wealth planning topics
• work with Financial Advisors to evaluate client needs by helping create customized financial plans
• gather relevant financial and qualitative data to incorporate in the financial planning process
• edit and update existing financial plans based on client ongoing needs and requests
• handle various levels of planning complexity including interpreting external investment statements, real property, business asset interests, equity compensation, insurance and banking needs
• build cash flow statements and retirement planning projections based on the clients goals
• leverage our UBS Wealth Way Methodology and our 3L framework (liquidity, longevity, legacy)
• identify potential solution needs including insurance, banking and portfolio restructuring
  

Your team

You will be working on the Wealth Planner team in India. This team consists of Wealth Planners who support Financial Advisors in the creation and navigational support of the financial planning software. Planning for clients is essential as it helps them navigate their financial journey with confidence. By creating tailored financial plans, we positively impact their financial well-being and help them achieve their long-term wealth goals.

Your expertise

You have:

• a bachelor's degree
• ideally 3 years of work experience
• foundational knowledge of financial planning
• CFP® (CERTIFIED FINANCIAL PLANNER™) designation preferred (must be obtained within 24 months of employment)
• strong communication (oral and written) with solid interpersonal skills
• strong organizational skills and the ability to multi-task
• attention to detail and ability to work autonomously
• ability to think analytically and provide practical solutions
• ability to work in a team environment and receive consistent feedback on how to improve
• background or experience using financial planning platforms preferred but not mandatory
  

About Us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..We have a presence in all major financial centers in more than 50 countries.

How We Hire

We may request you to complete one or more assessments during the application process. Learn more

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Disclaimer / Policy Statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.