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Senior Client Relationship Manager role in Taipei, Taiwan – boost UBS Asset Management sales and client mandates.
Drive client growth, use AI, and lead asset‑management sales in a collaborative, inclusive culture.
Your role
Do you have a track record of successfully managing client relationships? Do you have innovative ideas to help us maintain and expand our client mandates?
We’re looking for a client relationship manager to:
- perform independently as all rounded, seasoned, client oriented asset management sales professionals
- proactively widen and deepen client and prospective client relationships
- develop effective business strategies and actions plans to maximize business results
- provide high-quality investment solutions, working closely with other team members
- create strategic client book development plan with measurable actions
- guard against exposure to operations risk
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.
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.
Your team
You’ll be working in the Sales team in Taiwan Asset Management. Our role is to market UBS Asset Management products through wholesale channel to 3rd party distributors. Our team is responsible for managing clients; in terms of qualitative and quantitative measurements.
Your expertise
- ideally 5+ years of experience in fund house covering banking channels sales
- advanced technical, products and market knowledge
- strong track record with good business connections and relationships in the fund management
- good team worker with self-starter and experienced in managing projects with multifunctional teams
- an excellent communicator, with great presentation skills
- flexible and collaborative in serving clients
- a licensed person for mutual fund sales in Taiwan
- good in English spoken and written ability
- 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 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 .
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback .