Client Advisor Wealth Management
@ UBS

Taichung City, Taichung City, Taiwan
$150,000
On Site
Full Time
Posted 19 hours ago

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XXXXXXXXXX XXXXXXXXXXX XXXXXXXX******* @ubs.com
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Job Details

Overview

UBS is seeking a Client Advisor Wealth Management to provide exceptional client experience for HNW Taiwan Domestic clients. In this role, you will build and grow client relationships, offer trusted advice in collaboration with investment product teams, and ensure rigorous risk management.

Key Responsibilities

  • Develop and expand client relationships and networks.
  • Provide trusted advisory in investments and wealth management.
  • Maintain accurate and up-to-date client records and investor profiles.
  • Monitor portfolio quality and ensure compliance with regulations.
  • Collaborate with colleagues to deliver comprehensive client solutions.

Your Team

Work within the Wealth Management team in Taiwan as part of the High Net Worth segment. UBS offers continuous training and multiple growth opportunities for personal and professional development.

Your Expertise

  • 5+ years of client relationship management experience in wealth management.
  • Proven track record in asset gathering and client advisory.
  • Bachelor degree with trust license and other required licenses.
  • Strong understanding of APAC financial markets and regulatory frameworks.
  • Excellent communication skills in Chinese and English.
  • Entrepreneurial mindset and aptitude for digitization and technology.

About UBS

UBS is the world’s largest and only truly global wealth manager with a presence in major financial centers worldwide. Join a diverse team that drives success across global markets.

Key skills/competency

  • Client Advisory
  • Wealth Management
  • Risk Management
  • Relationship Building
  • Investment Solutions
  • Regulatory Compliance
  • APAC Markets
  • Asset Gathering
  • Client Experience
  • Digital Aptitude
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How to Get Hired at UBS

🎯 Tips for Getting Hired

  • Customize your resume: Highlight your wealth management experience.
  • Research UBS: Understand their global wealth management approach.
  • Emphasize compliance: Stress risk and regulatory expertise.
  • Showcase certifications: Clearly list your required licenses.

📝 Interview Preparation Advice

Technical Preparation

Review APAC market regulations.
Familiarize with digital wealth tools.
Update risk management practices.
Study portfolio monitoring software.

Behavioral Questions

Describe a challenging client management situation.
Explain handling compliance under pressure.
Share an example of team collaboration success.
Discuss adapting to regulatory changes.

Frequently Asked Questions