Client Advisor – Global Family and Institutional Wealth - UBS - Hong Kong
Hong Kong
about 2 years ago
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Summary
Hong Kong SAR
Client advisory / Relationship management
Global Wealth Management
Job Reference #
273704BR
City
Hong Kong SAR
Job Type
Full Time
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
deliver KPIs as agreed with the respective business line in Hong Kong
maximize client assets and revenues under UBS management
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 Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
Your team
You’ll be working in the Wealth Management team in Hong Kong as part of the Global Family Institutional Wealth (GFIW) segment. Our role is to manage, preserve and grow the wealth of our clients. Our team offers solutions for managing wealth and planning for succession.
Your expertise
You have:
proven experience in advising GFIW clients
desire to build your client portfolio and relationship
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 English and relevant local language (Cantonese / Mandarin) subject to the respective country teams
EFC-UBS
#LI-HK
About us
Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.
We are about 60,000 employees in all major financial centers, in almost 900 offices and 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.
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