Client Advisor Wealth Management

23 hours ago

Taichung City Taichung City, Taiwan UBS Full time NT$1,200,000 - NT$2,400,000 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

  • Wealth Client and Solution Specialist

    1 week ago

    Taipei, Taipei City, Taiwan Binance Full time NT$120,000 - NT$180,000 per year

    Binance is a leading global blockchain ecosystem behind the world's largest cryptocurrency exchange by trading volume and registered users. We are trusted by over 280 million people in 100+ countries for our industry-leading security, user fund transparency, trading engine speed, deep liquidity, and an unmatched portfolio of digital-asset products. Binance...

  • Client Service Executive

    5 days ago

    Taichung, Taiwan HSBC Full time NT$900,000 - NT$1,200,000 per year

    At HSBC, our purpose is opening up a world of opportunity and by joining our team, you can be part of something bigger. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible.HSBC Global Private Banking helps high net worth and ultra high net worth clients manage, grow and preserve their wealth for generations to...

  • Asset Management – Taiwan Direct Business, Client Advisor – Associate/Analyst

    1 week ago

    Taipei, Taipei City, Taiwan JPMorganChase Full time NT$120,000 - NT$180,000 per year

    Job DescriptionOur team puts clients first so we are looking for candidates that share our enthusiasm for delivering a first class client experience through an engaging and proactive sales approach. We are seeking a team-oriented self-starter who displays initiative and a positive attitude, a high level of integrity, drive and the motivation and develop...

  • Front Support Office Specialist

    1 week ago

    Taipei, Taipei City, Taiwan UBS Full time NT$600,000 - NT$1,200,000 per year

    Job Reference #326932BRJob TypeFull TimeYour roleAre you incredibly organized with an eye for detail? Do you have a high client service orientation and a high risk awareness? Do you like working with colleagues across the organization and are you good with stakeholder management? We're looking for someone like that to:act as an Onboarding & KYC Advisor to...

  • Asset Management

    23 hours ago

    Taipei, Taipei City, Taiwan JPMorganChase Full time NT$1,200,000 - NT$3,600,000 per year

    Job DescriptionOur team puts clients first so we are looking for candidates that share our enthusiasm for delivering a first class client experience through an engaging and proactive sales approach. We are seeking a team-oriented self-starter who displays initiative and a positive attitude, a high level of integrity, drive and the motivation and develop...

  • Wealth and Premier Solutions Product Manager

    1 week ago

    Taipei, Taipei City, Taiwan HSBC Full time NT$1,200,000 - NT$3,600,000 per year

    Job ID: 286433Location: Taipei, TaiwanArea of interest: Asset and Wealth ManagementJob type: Permanent - Full TimeWork style: Hybrid WorkingOpening date: 18-Sep-2025Closing date: 31-Dec-2025Job Advert DetailsIf you're looking for a career that will help you to stand out, join HSBC and fulfill your potential.International Wealth and Premier Banking (IWPB) is...

  • 2026 Full-Time Graduate Analyst Program – Global Client Business

    23 hours ago

    Taipei, Taipei City, Taiwan BlackRock Full time NT$3,500,000 - NT$6,000,000 per year

    BlackRock OverviewBlackRock is a global leader in investment management, risk management and advisory services for institutional and retail clients. As of March 31, 2025, BlackRock's AUM was $11.6 trillion. BlackRock helps clients around the world meet their goals and overcome challenges with a range of products that include separate accounts, mutual funds,...

  • Asset Management

    23 hours ago

    Taipei, Taipei City, Taiwan JPMorganChase Full time NT$60,000 - NT$120,000 per year

    Job DescriptionThe Taiwan Client Onboarding Management team is responsible for project managing the end-to-end implementation of new Institutional client mandates, JPM internal Fund launches and Life-Cycle events on the respective investment accounting platform(s). The team also facilitate various types of product account opening and set-up, e.g. segregate...

  • Director, Business Development

    2 weeks ago

    Taipei, Taipei City, Taiwan ELIM Investment Management Full time NT$900,000 - NT$1,200,000 per year

    Join Our Team: Director, Business Development at ELIM (Taiwan-Based)Elim Investment Management is a North America-based, family office-backed investment management firm dedicated to delivering innovative commercial real estate solutions and strategic investment opportunities. With over 10 years of experience and a proven track record specializing in...

  • Asset Management

    23 hours ago

    Taipei, Taipei City, Taiwan JPMorganChase Full time $100,000 - $150,000 per year

    Job DescriptionJPMorgan Asset Management ("JPMAM") provides investment management products and services to institutional and individual investors worldwide. It offers the full spectrum of investment strategies - from equity, cash management, fixed income, currency and asset allocation to alternative asset classes such as private equity, real estate and hedge...