クライアント アドバイザー Client Advisor

4週間前

Osaka, Osaka UBS

Job Reference #
310876BR

Job Type
Full Time

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

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

About Us
UBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?

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 Career Comeback
We are open to applications from career returners. Find out more about our program on

  • クライアント アドバイザー Client Advisor

    4週間前

    Osaka, Osaka UBS ￥700,000 - ￥1,200,000 per year

    Client advisor required to provide high-value financial services to wealthy clients. The job involves expanding customer base and providing asset management and preservation advice using UBS's financial products. · We are looking for someone who can help us establish long-term mu ...

  • Client Advisor

    4週間前

    Osaka Burberry Full time￥1,750,000 - ￥2,050,000 per year

    · ...

  • Client Advisor 販売職

    2ヶ月前

    Osaka, Osaka Loro Piana ￥4,000,000 - ￥8,000,000 per year

    ロロ・ピアーナは、一途に最高品質のものづくりやサービスにこだわり続ける。 そのポリシーのもと、さらなる品質向上を目指して今なお進化し続けています。 · 今回募集中のセールスアソシエイトのポジションは、お客様のご要望やコーディネートに合うご提案を通し、 最高品質の素材にこだわり、伝統を大切に普遍的な美しさと抜群の着心地を誇る、 そんなブランドの魅力をお伝えいただく大切な役割を担っていただきます。 · マーケットやニーズに応じたアイディアと接客を屈指し、より多くの方に愛され続けるブランドづくりにご貢献いただけます。 · ...

  • Client Advisor

    1日前

    Osaka Burberry Full time￥500,000 - ￥2,000,000 per year

    Job summary · A Cymhwyswr Cwsomyn, · Pwrpas: Mae'n ofynnol i'ch bod yn egluro a chyflawni amcanion Cwmni yn rhagorol. · Blaenoriau:I weithgarwch ddatrys ac efrydiaeth. · I ddangos yr hyn sy'n eu hanghenfyddod. · ...

  • Client Advisor

    1ヶ月前

    Sanda, Hyogo Moncler ￥2,000,000 - ￥2,500,000 per year

    販売および販売付帯業務全般、接客、レジ業務、商品管理(検品、入荷・出荷処理)、レポート作成(日報、週報、月報)、備品管理、修理対応、本社とのコミュニケーション等を担当します。 · ...

  • Client Style Advisor

    9時間前

    Hankyu Umeda, Osaka Stella McCartney America

    We are looking for a sales associate to join our team at Stella McCartney. As a sales associate you will be responsible for selling our products and providing excellent customer service. · ...

  • Transact to Transform(クライアントの価値創造に向けた変革アドバイザー)【DDV】支度金支給あり

    1週間前

    Osaka, Osaka PwC Japan

    ディールのTransactionをクライアントのTransformationにつなげることで顧客価値を高め、さらに新たなTransactionの支援機会につなげる「循環型ビジネスサイクル」の構築はPwCグローバルの戦略アジェンダです。Transact to Transformのメンバーは、ディールを企業経営、及び進化論の観点から捉え、各局面において変革のシナリオを描き、提案することで、経営者の視点を養います。また、このような環境で人をつくり仕事に適応可能にすることができる社会が必要だと思いました、そのためにはDXなどが含まれる様々なソリューションを持つこ ...

  • Client Account Manager(ウェルス・マネジメント/営業サポート)

    2日前

    Osaka UBS

    We are looking for someone who can support Client Advisors and be the point of entry for processing client orders. · Make sure that client-related processes and administrative arrangements are completed. · Carry out daily transaction processing and complex troubleshooting. · Keep ...

  • Managing consultant

    2日前

    Osaka ERM

    ERM is currently seeking a Technical Safety / Process Safety Workshop Facilitator to support the enhancement of plant safety. · ...

  • Director/Associate Partner, Digital Strategy Consulting

    4週間前

    Osaka, Osaka Gartner ￥4,000,000 - ￥8,000,000 per year

    We guide the leaders who shape the world. Our mission relies on expert analysis and bold ideas to deliver actionable, objective business and technology insights, helping enterprise leaders and their teams succeed with their mission-critical priorities. · ...

  • トランザクションサービス(財務デューディリジェンス)(大阪)【Financial Analysis】支度金支給あり

    1週間前

    Osaka, Osaka PwC Japan

    金融分析の専門家を募集します。M&Aの処理に伴う財務デューディリジェンス、カーブアウト財務諸表作成支援等を行いましてください。 · M&Aの案件に伴う財務デューディリジェンス、カーブアウト財務諸表の作成支援等を行います。 · ...

  • Client Executive

    1ヶ月前

    Osaka, Osaka Marsh ￥3,000,000 - ￥6,000,000 per year

    We are seeking a talented individual to join Marsh Japan Kansai Office. The role will be based in Osaka. This is a hybrid role that has a requirement of working at least three days in the office. · 企業分野保険(財物・賠償・物流・役員賠償・サイバーなど)の合理化。①現状および中期観点のリスク状況・リスク許容度把握、現行保険手配内容の分析、検証・提案 ②クライア ...

  • Senior Cost Manager

    4日前

    Osaka, Japan Turner & Townsend ￥2,000,000 - ￥2,800,000 per year

    +Job summary: Assist in feasibility studies drafting procurement reports estimate and cost planning activities Attend key clients team meeting advise on commercial matters prepare monthly post contract cost reports for senior management usage Advise on opportunities for value eng ...

  • Client Executive

    1ヶ月前

    Osaka Marsh McLennan Full time￥4,000,000 - ￥8,000,000 per year

    We are seeking a talented individual to join Marsh Japan Kansai Office. The role will be based in Osaka. This is a hybrid role that has a requirement of working at least three days in the office. · 企業分野保険(財物・賠償・物流・役員賠償・サイバーなど)の合理化 · 企業の保険を中心としたリスクガバナンス強化支援 · 社会人経験3年以上 · 損害保険業界 営業 ...

  • Client Executive

    1日前

    Osaka - Umeda Marsh McLennan

    we are seeking a talented individual to join marsh japan kansai office. the role will be based in osaka. this is a hybrid role that has a requirement of working at least three days in the office. · soci al person experience3yearsabove ※now we are looking for young people with pot ...

  • Client Executive

    9時間前

    Osaka - Umeda Marsh McLennan

    We are seeking a talented individual to join Marsh Japan Kansai Office in Osaka. · Insurance broker and risk advisor for Japanese companies in Kansai region. · ...

  • 大阪】qaコンサルタント(組込系)

    2日前

    Osaka 株式会社AGEST

    今後益々加速するMaaS事業を中心としたモビリティサービスを展開するナショナルクライアントのプロジェクトにおいて、QAコンサルタントをお任せします。 · ...

  • Client Executive

    1日前

    Osaka - Umeda Marsh McLennan

    We are seeking a talented individual to join Marsh Japan Kansai Office. · The role will be based in Osaka. ...

  • EOI: Contract Support

    2日前

    Osaka CBRE Japan

    This is a customer and team-facing role that provides exceptional customer service and business support, contributing to the continued growth and success of the business.You will deliver comprehensive and flexible administrative services to our client. · ...

  • Senior Associate

    4週間前

    Osaka, Osaka Alvarez & Marsal ￥4,000,000 - ￥12,000,000 per year

    We are looking to hire Senior Associate/Associate level candidates (depending on experience) in our Tax Practice in Japan. Our Tax Practice covers all aspects of tax advisory services, including M&A tax due diligence, tax structuring, transfer pricing advisory and compliance serv ...

  • ビジネス トランスフォーメーション コンサルタント(会計/経理財務領域)

    2週間前

    Osaka, Osaka IBM

    A career in IBM Consulting involves long-term relationships and collaboration with clients across the globe. · ...