Job offer

Succession Planner

UBS is seeking a succession planner for Central Switzerland who will advise high-net-worth individuals and businesses on estate and wealth planning matters and draft relevant documents such as wills and inheritance agreements. The ideal candidate holds a law degree and has several years of practical experience in this field.

The role

Do you have in-depth expertise in property and estate law? Do you think like an entrepreneur and identify complex client needs early on? Do you enjoy working in an interdisciplinary setting and excel at clear communication?

Tasks

We are looking for you for the:
  • Comprehensive advisory services for high-net-worth individuals, entrepreneurs, and executives on estate and wealth planning matters
  • Drafting of wills, prenuptial and inheritance agreements, and power of attorney for healthcare

Our team

You’ll become part of a professional team. We’ll support your professional and personal growth, help you further develop in your role, and give you the space to thrive in your work environment, where you’ll take on responsibility

What we wish for

  • Completed law degree
  • Several years of practical experience in the relevant field
  • A team-oriented, approachable person
  • Willingness to engage in ongoing professional and personal development
  • Fluent in spoken and written German and English

We offer

Offer opportunities for growth and, when possible, flexible work arrangements. Our inclusive culture brings out the best in our employees, no matter where they are in their careers.

Job details

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