Wealth Client Advisor – Private Banking & Growth

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

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.