Client Advisor - Australia

UBS; Brisbane, Melbourne, Sydney; On-site; AUD 120,000 - 160,000; Full time

Job summary

UBS is seeking a Client Advisor to deepen relationships across Australia within the Global Wealth Management team. You will deliver trusted advice, collaborate with investment product specialists, and drive growth of a client book while maintaining rigorous risk controls.

The role emphasizes client servicing, portfolio monitoring, regulatory compliance and a proactive, entrepreneurial approach to expand the wealth portfolio for high-net-worth clients across major Australian markets.

Qualifications

• 5+ years in client-facing role in private banking or wealth management
• Familiar with Australia regulatory framework
• Strong networks and entrepreneurial mindset

Responsibilities

• Build, establish and grow client relationships
• Provide trusted advice to clients in collaboration with investment products and solutions teams
• Develop the client book with measurable outcomes
• Keep accurate client investor profiles and records
• Take a strategic view of clients’ investments and monitor portfolio quality
• Comply with regulations, policies and standards to align with risk culture

Skills

Private banking

Relationship management

Investments

Asset gathering

AI awareness

Excellent communicator

Job description

Key Responsibilities

Are you a private banker or relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you a proven risk manager?

We’re looking for a Client Advisor to:

• build, establish and grow client relationships
• provide trusted advice to clients in collaboration with colleagues in investment products and solutions teams
• have a plan to develop the client book with measurable outcomes
• keep accurate and up-to-date records on client investor profiles
• take a strategic view of clients’ investments and closely monitor their portfolio quality
• comply with all regulations, policies and standards to be in line with our risk management culture

Job Type

Full Time

Job Reference #

333386BR

City

Brisbane, Melbourne, Perth, Sydney

The team

You’ll be working in the Global Wealth Management team in Australia. We’re focused on managing, preserving and growing our clients’ wealth, and help our clients plan for and manage succession. We provide our employees with training and continuous education to better serve our clients and promote personal development. As a client advisor, you’ll play an important role in helping us stay a global leader in wealth management.

Your Skills And Experience

• You’re curious 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
• Proven experience in private banking, relationship management, asset gathering and investments, ideally 5 or more years working in a client-facing role
• Must be familiar with the Australia regulatory framework
• Firm grasp of Asia Pacific financial markets and regulatory frameworks
• Ability to build strong client networks, with an entrepreneurial mind-set
• Resilient team player and truly service oriented
• Aptitude for digitization and technology
• Excellent communicator

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.

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.

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.