Taiwan Job Openings
UBS
Investment Advisor
FULL TIME
August 27, 2024
Taiwan
Financial Advisors
Global Wealth Management
Job Reference #
301930BR
City
Taipei
Job Type
Full Time
Your role
Do you have the perfect pitch? Do you follow the markets, even in your spare time?
We’re looking for an investment advisor to:
We’re looking for an investment advisor to:
- Co-lead the Active Portfolio Advisory team and represent it in Taiwan
- Work closely with the Active Portfolio Advisory team in APAC
- Act as the dedicated portfolio specialist for clients with UBS Advice Premium Mandates, providing comprehensive investment advice across various asset classes, guided by Chief Investment Office's Strategic Asset Allocation and Tactical Asset Allocation
- Deliver customized investment proposals directly to clients to match their investment objectives, risk appetite and preferences
- Perform trade executions and regular systematic portfolio reviews to keep clients' investments on track and identify potential risks
- Provide advice based on UBS investment views (through Chief Investment Office) that aims to maximize the client's portfolio performance while being consistent with the client's objectives
- Monitor client portfolios on a regular basis in close co-operation with the client (with regular reviews of client risk profile and investment objectives)
- Pro-actively contact clients with meaningful portfolio updates and provides investment recommendations within a portfolio context and a disciplined / risk-controlled framework
- Responsible for timely and adequate execution, confirmation and supervision of orders given by the client
- Follow developments in the financial markets to maintain an understanding of both current and anticipated trends across relevant markets and asset classes
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
Your team
You’ll be working as part of Wealth Management. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.
Your expertise
- Minimum 15 years relevant work experience in a wealth management institution or sales experience in banks/private banks
- Minimum five years of people leadership experience
- Proven track record in sales and people management
- Strong communicator and strategic thinker with presentation and organization skills
- Achiever who can translate strategy into plans and plans into actions
- Ability to speak English and Mandarin or other regional languages would be an advantage
About us
UBS is the world’s largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
Join us
From gaining new experiences in different roles to acquiring fresh knowledge and skills, at UBS we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves.
Ready to be part of #team UBS and make an impact?
Ready to be part of #team UBS and make an impact?
Contact Details
UBS Business Solutions SA
UBS Recruiting
UBS Recruiting
Disclaimer / Policy statements
UBS 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.
New Job Alerts
Johnson & Johnson
Director - Government Affairs & Policy, Taiwan
November 19, 2024
View Job DescriptionLooking for similar job?
Invesco
Assistant Manager/Manager, Investment & Distribution Services (Hong Kong/Taipei)
FULL TIME
August 12, 2024
View Job DescriptionHSBC
Investment and Wealth Solution Product Manager (HSBC Securities Taiwan)
FULL TIME
October 11, 2024
View Job DescriptionHSBC
VP Investment and Wealth Solution Product (Structured Product) (HSBC Securities Taiwan)
FULL TIME
October 25, 2024
View Job DescriptionGoldman Sachs
Global Banking & Markets, Investment Banking, Taiwan Advisory, Associate, Taipei
October 21, 2024
View Job DescriptionCiti
Banking - Investment Banking, Summer Analyst, Taiwan – APAC, 2025
October 23, 2024
View Job DescriptionNew Job Alerts
Johnson & Johnson
Director - Government Affairs & Policy, Taiwan
November 19, 2024
View Job Description