Client Advisor - Australia

UBS; City of Melbourne; On-site; AUD 80,000 - 110,000; Full time

Job summary

A leading global wealth manager is seeking an experienced Client Advisor in Australia. This role involves building and growing client relationships while providing tailored investment advice. The ideal candidate will have over 5 years of experience in private banking and a solid understanding of the regulatory framework in Australia. Strong communication skills and an entrepreneurial mindset are essential. This full-time position offers a supportive team environment and opportunities for professional growth.

Qualifications

• 5+ years in a client-facing role, preferably in private banking.
• Familiar with the Australia regulatory framework.
• Strong client network and entrepreneurial mind-set.

Responsibilities

• Build and grow client relationships.
• Provide trusted investment advice.
• Maintain up-to-date client profiles.
• Strategically monitor client portfolio quality.

Skills

Private banking experience

Relationship management

Client advisory skills

Understanding of regulatory framework

Excellent communication

Job description

Overview

Your role 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?

Your role 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

Your 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 expertise

• 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.