UBS Financial Services Client Advisor Wealth Management UHNW in Hong Kong, Hong Kong

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

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.

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 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 expertise:

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 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 colleagues:

Job Reference #: 165520BR

Business Divisions: Global Wealth Management

Title: Client Advisor Wealth Management UHNW

City: Hong Kong

Job Type: Full Time

Country / State: Hong Kong

Function Category: Client advisory / Relationship management