UBS Financial Services クライアント アドバイザー Client Advisor (東京/Tokyo) in Tokyo, Japan

Your role:

(English follows Japanese)

仕事内容

富裕層顧客に高付加価値型の金融サービス・ソリューションを提供する仕事です。

・入行後UBS独自のトレーニングを受けながら、新規開拓や預かり資産の獲得など、自らの顧客基盤拡大に注力します。

・UBSの豊富な金融商品やサービスを駆使して、顧客の本来のニーズにあった資産管理・保全・運用のためのアドバイスをします。

応募条件

・新規開拓の経験・実績がある方

・新規開拓が好きな方

・実力主義の世界でチャレンジしてみたい方

・営業力と教養・素養・常識のある方

・日本の銀行・証券で総合職として採用されている方(女性歓迎)、または

・日本の銀行(メガ・地銀)の本店営業部門(法人営業)に所属する方、または

・日本の銀行(メガ・地銀)のプライベート・バンク部門に所属する方、または

・日本の証券(大手・中小)で年間1億円以上の手数料収入を上げている方

・証券外務員一種保有者(現在保有されていない方は入社までに必ず取得していただきます)

・初級程度の英語能力

Your role

Are you at your best when solving problems for clients and building long-term relationships? Do you have a proven track record in client advising and selling? We are looking for someone who can help us:

  • establish long-term mutually beneficial relationships with clients

– select advisory processes and agreements designed to meet our clients’ needs, objectives and expectations

– keep accurate, up-to-date client investor profiles

– develop a client investment strategy and keep a close eye on portfolio quality

– create and implement a strategic client book development plan with measurable actions

– comply with all regulation, policies and standards, contributing to an effective risk culture

What we offer:

Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.

Take the next step:

Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.

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.

Your team:

You’ll be working in the Wealth Management team in Tokyo as part of the High Net Worth (HNW) segment. We’re a large team. Our role is to preserve and grow the wealth of our clients. Our team offers solutions for managing wealth and planning for succession.

Your expertise:

You have:

– proven experience in client advising

– a firm grasp of financial markets and regulatory frameworks

– an impressive client advising and selling record

You are:

– always looking to improve the client experience

– motivated, self-directed and driven

– a dynamic and flexible team player with great networking skills

– a perfectionist in everything you do (that includes, of course, documentation)

– fluent in Japanese and basic business English

About us:

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in almost 900 offices and more than 50 countries. Do you want to be one of us?

Your colleagues:

Job Reference #: 164990BR

Business Divisions: Global Wealth Management

Title: クライアント アドバイザー Client Advisor (東京/Tokyo)

City: Tokyo

Job Type: Full Time

Country / State: Japan

Function Category: Client advisory / Relationship management