Client Advisor WM HNW
UBS
Republic of China Taiwan
16天前

Your role

Are you at your best when solving problems for clients and building long-term relationships? Do you have a proven track record in client advising and selling?

We are looking for someone who can help us :

establish long-term mutually beneficial relationships with clients

select advisory processes and agreements designed to meet our clients’ needs, objectives and expectations

keep accurate, up-to-date client investor profiles

develop a client investment strategy and keep a close eye on portfolio quality

create and implement a strategic client book development plan with measurable actions

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 as part of the High Net Worth (HNW) segment. Our role is to manage, preserve and grow the wealth of our clients.

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

You have :

proven experience in client advising

a firm grasp of financial markets and regulatory frameworks

an impressive client advising and selling record

You are :

always looking to improve the client experience

motivated, self-directed and driven

a dynamic and flexible team player with great networking skills

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

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.

Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us).

Why UBS?

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