クライアント アドバイザー Client Advisor (名古屋 / Nagoya)

Client Advisor (名古屋 / Nagoya) Your role

English follows Japanese）

UBS独自のトレーニングを受けながら、新規開拓や預かり資産の獲得など、自らの顧客基盤拡大に注力します。

UBSの豊富な金融商品やサービスを駆使して、顧客の本来のニーズにあった資産管理・保全・運用のためのアドバイスをします。

Your role

Are you at your best when solving problems for clients and building long-term relationships? Do you have a proven track record in client advising and selling?

We are looking for someone who can help us :

• establish long-term mutually beneficial relationships with clients
• select advisory processes and agreements designed to meet our clients' needs, objectives and expectations
• keep accurate, up-to-date client investor profiles
• develop a client investment strategy and keep a close eye on portfolio quality
• create and implement a strategic client book development plan with measurable actions
• ply with all regulation, policies and standards, contributing to an effective risk culture

Your team

You'll be working in the Wealth Management team in Nagoya as part of the High Net Worth (HNW) segment. Our role is to preserve and grow the wealth of our clients. Our team offers solutions for managing wealth and planning for succession.

Your expertise

You have :

You are :

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 ourpetitors.

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

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, 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 #teamUBS and make an impact? Job ID 310879BR