Key responsibilities
We're looking for an Associate Client Relationship Manager, Global Wealth Management & Whole Sales Coverage, Taiwan to help us:
- Support preparation of client presentations, proposals, and internal control materials to enable effective client discussions
- Build strong knowledge of products, solutions, and Taiwan market dynamics to tailor client support
- Coordinate with investment, product, operations, and compliance teams to deliver high-quality client solutions
- Partner with lead client relationship managers on client coverage, meeting preparation, follow-ups, and relationship development
The team
You’ll be working in the Asset Management Sales team, based in Taipei in Taiwan. We market our Asset Management products and solutions through the Wholesale channel to third-party distributors. You help manage clients using qualitative and quantitative measures in a collaborative, fast-paced environment.
Your skills and experience
To succeed in this role, you bring
- Strong capability to prepare client presentations and proposals aligned to our asset management products and solutions
- Hands-on support for client coverage, meeting preparation, follow-ups, and next-step tracking
- Ability to coordinate with investment, product, operations, and compliance teams to deliver timely client outcomes
- Discipline to maintain and update internal control-related materials to support our control environment
- Solid understanding of wholesale distribution through third-party distributors and Taiwan market dynamics
- Collaborative working style in a fast-paced environment, showing strong work ethic, teamwork, and willingness to learn
- Ideally 5 years of asset management industry experience
- Taiwan mutual fund sales license, or equivalent experience
- You’re 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 standard 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 is why we place collaboration at the heart of everything we do. Because together, We are more than ourselves. Want to find out more? Visit ubs.com/careers.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
Join us
At UBS, we know that its our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We are 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 is why collaboration is at the heart of everything we do. Because together, We are more than ourselves.
We are committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Contact Details
UBS Business Solutions SA
UBS Recruiting
- 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.
- Job Reference #: 345141BR
- City: Taipei
- Job Type: Full Time
Job description provided by UBS.
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