UBS Financial Services Ultra High Net Worth (UHNW) Client Advisor / UHNWクライアントアドバイザー in Tokyo, Japan

Job Reference #:

142130BR

Business Divisions:

Wealth Management & Personal & Corporate

Your role:

Ultra High Net Worth クライアントアドバイザーとして、超富裕層顧客との取引拡大。

・クライアントを深く理解した上で、長期的な取引関係を構築する

・クライアントのニーズや課題を理解した上で、期待に応えるアドバイスを具体的に行う

・投資に関する顧客の考え方や資産状況を正確に把握する

・クライアントのニーズに適応した投資戦略を実践するために、社内のスペシャリストと協力する

・クライアントとの取引拡大に向けた具体的な手法を実践する

・全ての法令、社内ルールを順守して、効率的なリスク管理に貢献する

Are you a strategic, solution-oriented thinker? Do you have a proven track record in client advising? We are looking for someone who can help us:

  • understand each client and establish long-term client partnerships

  • 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 orchestrate the specialists implementing the strategy, meeting the special needs of the client

  • create and implement a strategic client book development plan with measurable actions

  • comply with all regulation, policies and standards, contributing to an effective risk culture

Title:

Ultra High Net Worth (UHNW) Client Advisor / UHNWクライアントアドバイザー

City:

Tokyo

Job Type:

Full Time

Country / State:

Japan

Function Category:

Client Advisors/Relationship Managers

What we offer:

Together. That’s how we do things. We offer talented people around the world a supportive, stimulating and diverse working environment. We’ll value your passion and commitment. And reward your performance.

Why UBS? Video

Take the next step:

Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.

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 in the Wealth Management team in Tokyo as part of the UHNW segment.

Your experience and skills:

・類似したポジションでの十分な経験

・金融市場と規制に関する十分な理解

・交渉力とクライアントニーズの理解

・クライアントとの取引拡大に向けた内外のネットワーク構築

・チームとしてクライアントとに向き合い、シニアマネジメントやスペシャリストの協力を効果的に活用する

・書類管理を含めた、レベルの高い事務処理能力

・中級以上の英語能力

You have:

  • proven experience in a similar position

  • a firm grasp of financial markets and regulatory frameworks

  • an entrepreneurial mindset, negotiation skills and sound understanding of client needs

  • built a strong network of trustworthy client relationships

  • native level fluency in Japanese and business level English.

You are:

  • always looking to improve the client experience

  • able to carry out complex investment strategies

  • keen to serve the client through a team approach, drawing upon the know-how of other specialists and senior management

  • a perfectionist in everything you do (that includes, of course, documentation)

About us:

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in almost 900 offices and more than 50 countries. Do you want to be one of us?