Job offer

Wealth Management Succession Planner

UBS is seeking a Succession Planner for Wealth Management in Lucerne who has a law degree and expertise in property and inheritance law. The role involves demonstrating subject matter expertise, facilitating knowledge transfer, and fostering interdisciplinary collaboration within the team.

Lucerne

UBS Group AG

100%

Tasks

Demonstrating professional expertise in presentations, events, and knowledge transfer

Requirements

In-depth expertise in property and inheritance law
Entrepreneurial thinking and the early identification of complex customer needs
An interdisciplinary approach and clear communication
Completed law degree
Several years of practical experience
A team-oriented, approachable person
Commitment to continuous professional development
Fluent in German and English

Original job description

Job details

Found on:

August 29, 2026

Employer:

UBS Group AG

job percentage:

100%

Place of work:

Lucerne

Place found on:

https://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5050&PageType=JobDetails&jobid=344339&frmSiteId=5012

About the employer:

UBS is a globally active Swiss bank.

It offers wealth management, investment banking and asset management.

The head office is in Zurich and Basel.

UBS is one of the largest financial institutions in the world.

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