クライアント アドバイザー Client Advisor (大阪/Osaka)

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

・営業力と富裕層顧客に対応できる教養・素養・常識のある方

・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)

・初級程度の英語力（目安：TOEIC600点以上または同等レベル）

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

Job Type Full Time

Job Reference # 332866BR

City Osaka

Your team You’ll be working in the Wealth Management team in Osaka as part of the High Net Worth (HNW) segment. Our role is to preserve and grow the wealth of our clients. We offer 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
• 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.

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.