Client Advisor – Global Wealth Management (Taiwan)

About the role

UBS is seeking a Client Advisor to join its Global Wealth Management team in Taiwan. The role focuses on high‑net‑worth domestic clients across Taipei, Taichung and Kaohsiung, delivering tailored investment advice and building long‑term relationships.

Key responsibilities

• Build, establish and grow relationships with high‑net‑worth clients.
• Provide trusted investment advice in collaboration with product and solutions teams.
• Develop a client book with measurable growth targets.
• Maintain accurate, up‑to‑date client investor profiles.
• Take a strategic view of client portfolios and monitor quality.
• Ensure compliance with all regulations, policies and risk‑management standards.

Required profile

• 5+ years of experience in relationship management, asset gathering and investments.
• Client‑facing experience in wealth management.
• Bachelor’s degree with required trust and other licenses.
• Strong knowledge of APAC financial markets and regulatory frameworks.
• Ability to build strong client networks with an entrepreneurial mindset.
• Excellent communication skills in both Chinese and English.
• Curiosity about AI applications and sound judgment aligned with risk and ethical standards.

Required skills

What we offer

• Continuous training and education to enhance client service.
• Opportunities for personal and professional development.
• Supportive, inclusive culture with flexible working options where possible.