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UBS

Investment bank and wealth, asset manager

Wealth Management Client Advisor - South East Asia & Japan

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeNo salary listedIn-person

About the Job

Requirements

  • Proven experience in relationship management, asset gathering, and investments, ideally with at least 5 years working in a client-facing role.
  • An existing network of High Net Worth individuals in South East Asia.
  • A Bachelor or Master degree in Finance or Economics, or equivalent.
  • A firm grasp of global and Asian financial markets and the regulatory frameworks of the country covered.
  • Ability to build strong client networks with an entrepreneurial mindset.
  • A resilient, service-oriented team player.
  • High affinity and aptitude for digitization and technology.
  • Excellent communication skills in English and local Asian languages, including Thai and Japanese, to support the local client base.
  • Curiosity to explore how AI can improve workflows, using sound judgment to validate outputs and align with policies, risk standards, and ethical use.

Responsibilities

  • Build, establish, and grow client relationships.
  • Provide trusted advice to clients in collaboration with colleagues in investment products and solutions teams.
  • Develop the client book according to a plan with measurable outcomes.
  • Keep accurate and up-to-date records on client investor profiles.
  • Take a strategic view of clients’ investments and closely monitor portfolio quality.
  • Comply with all regulations, policies, and standards in line with the organization’s risk management culture.

About the Company

UBS

Investment bank and wealth, asset manager

UBS provides wealth management, asset management, investment banking, and private banking services to private, corporate, institutional, and retail clients worldwide. It offers advisory and investment products for wealth and asset management, as well as lending and banking services in Switzerland. Its investment bank handles advisory, underwriting, and sales and trading across equities, fixed income, rates, and foreign exchange. UBS differentiates itself by delivering a globally integrated suite of financial services across multiple client types and asset classes, combining private banking with large-scale investment banking and asset management to generate fees, interest, and trading income. Its goal is to help clients grow and protect wealth while maintaining diversified, profitable revenue streams.

Company size
10,001+
Company stage
IPO
Headquarters
Zurich, Switzerland
Founded
1998

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