UBS

International Wealth Planner

UBS$160K — $250K *
Legal & Accounting
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Juris Doctor, LLM, CFA, MBA or other relevant certification required
  • 8+ years experience in a law firm or accounting firm, with 2+ years in industry
  • Experience handling cross-border legal matters
  • Strong knowledge of Brazilian law
  • Fluency in Portuguese and English
  • Experience with ultra-high-net-worth clients and family offices
  • Strong communication and interpersonal skills

Responsibilities

  • Provide legal and tax analysis of cross-border matters
  • Read and analyze legal documentation in Portuguese and English
  • Collaborate effectively with internal and external stakeholders
  • Deliver valuable analysis on complex cross-border issues for clients
  • Work with international advisors globally on client projects
  • Manage projects autonomously while fostering team collaboration

Benefits

  • Comprehensive benefits package
  • Support for professional development
  • Opportunities for variable compensation or awards
  • Flexible working arrangements
  • Positive team environment focused on collaboration
Full Job Description
Your role

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

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

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

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

About UBS

UBS Group AG is a Swiss multinational investment bank and financial services company founded in 1862 and headquartered in Zurich, Switzerland. UBS is one of the largest and most respected financial institutions in the world, with a presence in over 50 countries. The company offers a wide range of financial services to its clients, including wealth management, investment banking, asset management, and retail banking. UBS is committed to providing its clients with innovative and effective financial solutions that meet their unique needs and goals.
Learn more about UBS
Size
71,697 employees
Market Cap
$64.8 billion
Industry
Founded
1854
5 Year Trend
-6.5%
NASDAQ

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