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Client Advisor, Global Wealth Management (Taipei/ Taichung/ Kaohsiung)
Job Description
Job Type
Full Time
Job Reference #
332768BR
City
Kaohsiung, Taichung, Taipei
Key Responsibilities
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:
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 Skills And Experience
working in a client-facing role in wealth
management
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.
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.
Contact Details
UBS Business Solutions SA
UBS Recruiting
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.
Full Time
Job Reference #
332768BR
City
Kaohsiung, Taichung, Taipei
Key Responsibilities
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
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 Skills And Experience
- proven experience in relationship management,
working in a client-facing role in wealth
management
- bachelor degree with trust license and other
- firm grasp of APAC financial markets and
- ability to build strong client networks, with an
- resilient team player and truly service oriented
- aptitude for digitization and technology
- excellent communicator in Chinese and English
- You're curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use.
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.
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.
Contact Details
UBS Business Solutions SA
UBS Recruiting
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.
More Info
Key Skills
digitization and technology
regulatory frameworks
asset gathering
client networks
APAC financial markets
About Company
