Client Advisor - Australia

UBS; Sydney; On-site; AUD 120,000 - 180,000; Full time

Job summary

UBS is seeking a Client Advisor in Australia to grow client relationships, provide investment guidance, and manage risk across the wealth management book. You’ll work with teams in investment products and solutions to deliver comprehensive client strategies and trusted advice.

The role emphasizes building a robust client book, staying compliant with local regulations, and delivering exceptional client experiences across multiple Australian markets.

Qualifications

• 5+ years of experience in private banking or relationship management with a client-facing focus.
• Strong knowledge of Australia regulatory framework and financial markets.

Responsibilities

• Build, establish and grow client relationships.
• Provide trusted advice to clients with investment products and solutions teams.
• 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 monitor portfolio quality.
• Comply with regulations, policies and risk standards.

Skills

Private banking

Relationship management

Asset gathering

Investments

Australian regulatory knowledge

Client networking

Digital literacy

Communication skills

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?

Job Type

Full Time

Job Reference #

333386BR

City

Brisbane, Melbourne, Perth, Sydney

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

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.