Client Advisor, WM APAC Taiwan Team
Listed on 2026-01-01
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Finance & Banking
Wealth Management
Client Advisor, WM APAC Switzerland, Taiwan Team in Zurich
UBS – leading global wealth manager – seeks a Client Advisor to serve Ultra High Net Worth and High Net Worth clients in the North Asian Region from our Zurich office.
Job TypeFull Time
CityZürich
Your roleAre you a passionate relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you well connected to Asian entrepreneurs and Ultra High Net Worth Individuals (UHNWI)? Are you a proven risk manager?
Key responsibilities- Build, establish, and grow client relationships.
- Provide trusted advice in collaboration with investment products and solutions teams.
- Develop a plan to grow the client book with measurable outcomes.
- Maintain accurate, up-to-date records on client investor profiles.
- Take a strategic view of client investments and closely monitor portfolio quality.
- Comply with all regulations, policies and standards in line with our risk management culture.
- Proven acquisition talent and passion as a networker within the UHNWI field.
- Extensive network of entrepreneurs and High Net Worth individuals in Asia.
- Experience in relationship management, asset gathering and investments, ideally 7+ years in a client‑facing role.
- Firm grasp of financial markets and regulatory frameworks.
- Ability to build strong client networks with an entrepreneurial mindset.
- Resilient team player, truly service oriented.
- Aptitude for digitization and technology.
- Excellent communicator in English and local Asian languages (Cantonese, Japanese, Mandarin) to support the local client base.
UBS is a leading global wealth manager and the largest universal bank in Switzerland, headquartered in Zürich. We provide diversified asset management and investment banking solutions across more than 50 markets worldwide.
EEO StatementUBS 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.
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