Client Advisor - Global Family And Institutional Wealth

Hong Kong, Hong Kong
Last update 2024-07-20
Expires 2024-08-20
ID #2237305836
Client Advisor - Global Family And Institutional Wealth
Hong Kong, Hong Kong,
Modified July 10, 2024


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 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 #team UBS and make an impact?

Job details:

Job type: Full time
Contract type: Permanent
Salary type: Monthly
Occupation: Client advisor - global family and institutional wealth

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