Welcome to UBS, a global leader in wealth management and financial services. We are currently seeking a highly motivated and experienced Client Advisor to join our team in Taiwan. As a Client Advisor, you will have the opportunity to work with high-net-worth individuals and provide them with tailored financial solutions to meet their unique needs. We are looking for someone who is passionate about providing exceptional client service, has a strong understanding of the Taiwan market, and possesses the necessary qualifications to excel in this role. If you are a driven individual with a passion for finance and a desire to make a positive impact on the lives of our clients, we want to hear from you!
- Provide exceptional client service to high-net-worth individuals by understanding and addressing their unique financial needs
- Develop and maintain strong relationships with clients to effectively manage their wealth and investments
- Conduct thorough and accurate financial analyses to identify client needs and recommend appropriate solutions
- Stay up-to-date on industry trends and market developments in Taiwan to effectively advise clients and make informed recommendations
- Collaborate with internal teams, such as investment strategists and product specialists, to develop and implement tailored financial solutions for clients
- Proactively identify and pursue new business opportunities and drive revenue growth for the company
- Maintain a high level of professionalism and integrity in all interactions with clients, colleagues, and stakeholders
- Adhere to all regulatory and compliance requirements, as well as company policies and procedures
- Participate in training and development programs to continuously enhance knowledge and skills in wealth management and financial services
- Serve as a brand ambassador for UBS, promoting the company's values and reputation in the market.
Fluency In Mandarin And English: As A Client Advisor In Taiwan International, It Is Essential To Be Fluent In Both Mandarin And English In Order To Effectively Communicate With Clients And Understand Their Needs.
Experience In Wealth Management: The Ideal Candidate For This Role Should Have Experience In Wealth Management, Preferably In The Taiwanese Market. This Will Demonstrate A Strong Understanding Of The Local Market And Client Needs.
Knowledge Of Financial Products: A Client Advisor Must Have A Strong Knowledge Of Financial Products, Including Investments, Insurance, And Banking Services. This Will Enable Them To Provide Comprehensive Advice To Clients And Assist Them In Achieving Their Financial Goals.
Excellent Interpersonal And Communication Skills: As A Client Advisor, Building And Maintaining Relationships With Clients Is Crucial. The Candidate Must Possess Excellent Interpersonal And Communication Skills To Establish Trust And Effectively Communicate Complex Financial Information.
Bachelor's Degree In Finance Or Related Field: A Bachelor's Degree In Finance, Economics, Or A Related Field Is Typically Required For This Role. This Educational Background Provides A Solid Foundation In Financial Principles And Prepares The Candidate To Provide Sound Financial Advice To Clients.
Financial Analysis
Strategic Planning
Market Research
Negotiation skills
Investment Management
Risk assessment
Cross-Cultural Communication
wealth management
Portfolio optimization
Client Relationship
Multilingual Proficiency
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Organization
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Client Advisor – Taiwan International in Hong Kong is approximately HK$360,000 to HK$420,000 per year. However, this can vary depending on factors such as experience, skills, and the specific company and industry the individual is working in. Some companies may offer additional benefits and bonuses that can also impact the overall compensation package.
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UBS is a global firm providing financial services in over 50 countries. The company provides wealth management, asset management, and investment banking services for private, corporate, and institutional clients worldwide.
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