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Join UBS as an Investment Advisor in Taipei – advise premium clients, manage portfolios, and leverage AI insights.
Collaborate with a global wealth management team and grow your career in a diverse, inclusive environment.
Your role
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:
- Work closely with the Premium Advisory Specialist team in Taiwan & 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
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Contact Details
UBS Business Solutions SA
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.
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 10 years relevant work experience in a wealth management institution or sales experience in banks/private banks
- Strong communicator and strategic thinker with presentation and organization skills
- Achiever who can translate strategy into plans and plans into actions
- Ability to communicate in English and Mandarin
- Curiosity to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use.
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers .
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback .
How we hire
We may request you to complete one or more assessments during the application process. Learn more