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Client Advisor, Global Wealth Management (Taipei/ Taichung/ Kaohsiung)
UBSTaiwan
Apply 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
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
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
*#LI-MW1
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.