Client Advisor, GWM Hong Kong

UBS AG; Hong Kong; On-site; HKD 600,000 - 1,000,000; Full time

Job summary

UBS in Hong Kong seeks a client advisor to serve High Net Worth clients, building long-term relationships, delivering KPI targets, and growing assets under UBS management.

You will select advisory approaches aligned with client needs, maintain up-to-date investor profiles, and ensure compliance with regulations while contributing to a proactive risk culture.

Qualifications

• Proven experience advising HNW clients.
• Desire to build your client portfolio and relationships.
• Firm grasp of financial markets and regulatory frameworks.
• Impressive client advising and selling track record.

Responsibilities

• 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 clients’ needs, objectives and expectations.
• Keep accurate, up-to-date client investor profiles.
• Develop a client investment strategy and monitor 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.

Skills

HNW client advisory

Portfolio development

Relationship cultivation

Regulatory understanding

Job description

Job Summary

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

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 High Net Worth (HNW) 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 HNW 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:

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

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.

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.

UBS Business Solutions SA
UBS Recruiting

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.

Unlock job insights

Hirer responsiveness Salary match Number of applicants

UBS is one of the world's leading financial firms, serving a discerning international client base. It is a leading global wealth manager, a leading global investment banking and securities firm with a strong institutional and corporate client franchise, one of the largest global asset managers and the market leader in Swiss commercial and retail banking. By combining your talent with our strength, we can achieve great results.

UBS is one of the world's leading financial firms, serving a discerning international client base. It is a leading global wealth manager, a leading global investment banking and securities firm with a strong institutional and corporate client franchise, one of the largest global asset managers and the market leader in Swiss commercial and retail banking. By combining your talent with our strength, we can achieve great results.