Senior Client Advisor, Wealth Management

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

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.