Client Advisor Wealth Management

1 week ago

Taichung City Taichung City, Taiwan UBS Full time $90,000 - $120,000 per year

Job Reference #
309794BR

Job Type
Full Time

Your role
Are you a relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you a proven risk manager?

We're looking for a client advisor for HNW Taiwan Domestic clients to:

  • build, establish and grow client relationships
  • provide trusted advice to clients in collaboration with colleagues in investment products and solutions teams
  • have a plan to develop the client book with measurable outcomes
  • keep accurate and up-to-date records on client investor profiles
  • take a strategic view of clients' investments and closely monitor their portfolio quality
  • comply with all regulations, policies and standards to be in line with our risk management culture

Your team
You'll be working in the Wealth Management team in Taiwan as part of the High Net Worth (HNW) segment. We're focused on managing, preserving and growing our clients' wealth, and help our clients plan for and manage succession. We provide our employees with training and continuous education to better serve our clients and promote personal development. As a client advisor, you'll play an important role in helping us stay a global leader in wealth management.

Your expertise

  • proven experience in relationship management,

asset gathering and investments, ideally 5+ years

working in a client-facing role in wealth

management

  • bachelor degree with trust license and other

required license

  • firm grasp of APAC financial markets and

regulatory frameworks

  • ability to build strong client networks, with an

entrepreneurial mind-set

  • resilient team player and truly service oriented
  • aptitude for digitization and technology
  • excellent communicator in Chinese and English

to support local client base

About Us
UBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

Join us
From gaining new experiences in different roles to acquiring fresh knowledge and skills, at UBS we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves.

Ready to be part of #teamUBS and make an impact?

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.

Your Career Comeback
We are open to applications from career returners. Find out more about our program on

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