Client Advisor WM Affluent
UBS
Republic of China Taiwan
28天前

Your role

Are you at your best when serving clients and building long-term relationships? Do you give exceptional investment advice?

We are looking for someone who can help us :

establish long-term mutually beneficial relationships with clients with a focus on the Taiwan market

keep accurate, up-to-date client documentation on an ongoing basis

provide high-quality investment solutions to our clients, working closely together with other team members

develop a strategic client book development plan with clear actions, growing in experience and versatility

comply with all regulation, policies and standards, contributing to an effective risk culture

Your team

You’ll be working in the Wealth Management team in Taiwan. Our role is to manage, preserve and grow the wealth of our clients.

Our team offers solutions for managing wealth and planning for succession.

Your experience and skills

You have :

2 to 5 years of experience in wealth management

expertise with financial products and services

a firm grasp of financial markets and regulatory frameworks

proven experience servicing clients in line with all relevant regulation, policy and standards

You are : truly service oriented

truly service oriented

an excellent communicator, with great presentation skills

a resilient team player

a perfectionist in everything you do (that includes, of course, documentation)

  • 開發新的財富管理客戶 達成績效指標
  • 提供專業理財規劃及財富管理諮詢服務
  • About us

    Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions.

    That's what we do. And we do it for private and institutional clients as well as corporations around the world. We are about 60,000 employees in all major financial centers, in almost 900 offices and more than 50 countries.

    Do you want to be one of us?

    What we offer

    Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment.

    We value your passion and commitment, and reward your performance.

    Why UBS?

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