Client Service Team Head - Global Financial Intermediaries (GFIM)

UBS; Hong Kong; On-site; HKD 334,800 - 502,200; Full time

Job summary

A global wealth management firm in Hong Kong is seeking a full-time assistant relationship manager to support client advisors and process client orders. This role involves managing transactions and providing administrative support. Candidates should have knowledge of banking operations and experience dealing with private clients. A relevant professional qualification is also required. Join us to work in a collaborative environment and grow your career with flexibility and support.

Qualifications

• Knowledge of banking operations is essential.
• Experience dealing with private clients as an assistant relationship manager.
• Strong computer skills and willingness to learn new programs.

Responsibilities

• Support client advisors in daily operations.
• Process client orders efficiently.
• Complete administrative arrangements related to clients.

Skills

Knowledge of banking operations

Experience dealing with private clients

Great computer skills

Strong team player

Attention to detail

Able to work under pressure

Fluent in English

Fluent in Cantonese / Mandarin

Relevant professional qualification

Education

HKSI Paper 1, 7, 8 or equivalent

Job description

Your role

• Support client advisors
• Be the point of entry for processing client orders
• Make sure that administrative arrangements and client-related processes are completed
• Carry out daily transaction processing and complex troubleshooting
• Keep in contact with internal and external clients

Job Type

Full Time

Job Reference #

332858BR

City

Hong Kong SAR

Your team

You’ll be working in the Wealth Management team in Hong Kong. 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

• Knowledge of banking operations
• Experience dealing with private clients and supporting client advisors as an assistant relationship manager
• Great computer skills and the willingness to learn new programs
• A strong team player who takes initiative
• Methodical, concise and accurate, with strong attention to detail
• Able to work under pressure (you secretly love deadlines)
• Fluent in English and relevant local language (Cantonese / Mandarin) subject to the respective country teams
• Relevant professional qualification (HKSI Paper 1, 7, 8) or License Person of Type 1 or equivalent

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.

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.

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.