Client Advisor Wealth Management UHNW

  • Competitive
  • Hong Kong
  • CDI, Plein-temps
  • UBS AG
  • 20 nov. 17
Hong Kong

City
Hong Kong

Job Type
Full Time

Your role
Are you a strategic, solution-oriented thinker? Do you have a proven track record in client advising? We are looking for someone who can help us:
-understand each client and establish long-term client partnerships
-maximize client assets and revenues under UBS management
-deliver KPIs as agreed with the respective business line in Hong Kong
-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 orchestrate the specialists implementing the strategy, meeting the special needs of the client
-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

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?

Your team
You'll be working in the Wealth Management team in Hong Kong as part of the Ultra High Net Worth (UHNW) segment. Our role is to manage, preserve and grow the wealth of our clients. Our team addresses the highly complex and unique needs of UHNW clients.

Your experience and skills
You have:
-proven experience in a similar position
-a firm grasp of financial markets and regulatory frameworks
-an entrepreneurial mindset, negotiation skills and sound understanding of client needs
-built a strong network of trustworthy client relationships

You are:
-always looking to improve the client experience
-able to carry out complex investment strategies
-keen to serve the client through a team approach, drawing upon the know-how of other specialists and senior management
-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

About us
Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the background support. That's what we do. And we do it for private clients, institutions and 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?

What we offer
Together. That's how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.

Take the next step
Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.