Client Advisor

Benefits

Parental leave

Not verified

Non-birth-parent leave

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Family-building benefits

• Fertility benefits: Not verified
• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

Not verified

Relocation assistance

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Childcare support

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Learning budget

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Verification

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Salary

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Market context

U.S. role benchmark (BLS OEWS)

$106,409 U.S. median for this role

Projected growth (BLS Employment Projections)

+7.7% - Faster than average

Matched to SOC 13-2011 - Finance aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Role

Role function

Finance From the posting source checked Jun 20, 2026

Seniority

Mid From the posting source checked Jun 20, 2026

Schedule

Shift type

Not verified

Weekend work

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Application

Cover letter

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Assessment

Not verified

Deadline

Not stated

Where they hire

State eligibility is not yet verified.

About this role

Client Advisor Are you a passionate sales person keen to deliver world class wealth management solutions to clients? In this role you will be able to • be responsible for acquisition and successful maintenance of trust and long-term client relationships • identify prospects within the relevant market and use in-depth market knowledge for the purpose of systematic acquisition of new clients • deliver the value proposition within the principles of the business model and actively implement. Applying the 4-step-advisory-process (FASE) for clients and to create added value for both the client and the Bank through the sales of the optimal product mix • follow processes, guidelines and best practices according to legal / compliance and risk control principles requirements as well as sales efficiency standards • work in full compliance with UBS China L&C requirements, implement development strategy of UBS China comprehensively and effectively and achieve business target • offer clients comprehensive wealth management services and account maintenance services • build up and maintain long-term mutual trust with external and internal clients; effectively leverage resources to expand client group and improve client quality • strictly follow Code of Conduct of UBS employees and escalate in a prompt manner any issues which could impair capital strength or reputation of UBS • complete training required by UBS and enhance business capability in a timely manner

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