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1–2 jobs· newest first

Senior Wealth PlannerNew
UBS · Toronto, Canada
CA$300K–CA$400KFull-time · Senior
Senior Relationship Manager, Ultra High Net Worth (UHNW)
RHB Banking Group · Kuala Lumpur, Malaysia
Full-time · Senior

+10K new in the last hour

Senior Wealth Planner

UBS · Posted Nov 10, 2026

Toronto, Ontario, Canada
Full-time · Senior
CA$300K–CA$400K per year

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Senior Wealth Planner responsible for delivering personalized financial, estate, and cross-border planning strategies to high-net-worth clients.

Compensation

Canada - Ontario min CAD 300000 - max CAD 400000 /annum

Responsibilities

engage with approximately 150 unique clients annually
create and deliver comprehensive wealth plans addressing complex family, tax, and legacy objectives
contribute to business development by enhancing client satisfaction and loyalty
collaborate with client advisors and specialists to embed planning-led advice
serve as ambassador for UBS’s global capabilities

Skills

Mandarin cross-border wealth planning trust structures international tax relationship building AI

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Senior Relationship Manager, Ultra High Net Worth (UHNW)

RHB Banking Group · Posted Nov 10, 2026

Kuala Lumpur, Kuala Lumpur, Malaysia
Full-time · Senior
8–10 years

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Senior Relationship Manager responsible for managing and growing relationships with Ultra High Net Worth families, providing comprehensive wealth management solutions.

Responsibilities

Develop and maintain strong, trusted relationships with UHNW families
Conduct comprehensive financial needs analyses
Formulate and implement customized wealth management solutions
Present and communicate complex financial concepts
Monitor client portfolios and recommend strategic adjustments

Requirements

Bachelor's Degree in Finance, Banking, Business Administration, Economics, Accounting, or a related discipline
Nice to have: CFP
Nice to have: CFA
Nice to have: equivalent certifications

Skills

Private Banking Wealth Management Family Office UHNW client relationship management Investment products Portfolio management

Estate planning

Trust structures

Wealth preservation strategies

Business development

Financial advisory

Presentation and communication

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