What are the responsibilities and job description for the International Wealth Planner position at UBS?
Your role
Does international trust and estate planning excite you? Are you an innovative thinker? Were looking for someone like you to:
Full Time
Job Reference #
337456BR
City
Coral Gables
Your team
As part of the International Wealth Planning Wealth Planning Team you'll be working with thr International Advisors Globally. Our main objective is to provide value-add analysis and information of complex cross border matters for our international clients.
Your expertise
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
Salary information
The indicative gross base salary range as a full-time equivalent role:
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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.
Does international trust and estate planning excite you? Are you an innovative thinker? Were looking for someone like you to:
- provide legal and tax analysis of cross-border
- read and analyze legal documentation in Portuguese and English
- work effectively with internal and external stakeholder
Full Time
Job Reference #
337456BR
City
Coral Gables
Your team
As part of the International Wealth Planning Wealth Planning Team you'll be working with thr International Advisors Globally. Our main objective is to provide value-add analysis and information of complex cross border matters for our international clients.
Your expertise
- Juris Doctor, LLM, CFA, MBA or other relevant certification required
- ideally, 8 years experience at a law firm or accounting firm and ideally 2 years relevant industry experience
- prior experience at a leading law firm or accounting firm on cross‑border matters
- strong knowledge of Brazilian law
- fluency in both Portuguese and English
- proven ability to communicate effectively with both technical and non‑technical audiences
- significant experience working with UHNW clients and family offices
- strong collaboration and project management skills while able to work autonomously
- team player who is organized, enthusiastic, positive and poised
- strong professional skills as well as self motivated and proactive
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
Salary information
The indicative gross base salary range as a full-time equivalent role:
- United States - Florida - Coral Gables min USD 160000 - max USD 250000 /annum
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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.
Salary : $160,000 - $250,000