Client Advisor, GWM Hong Kong

UBS; Hong Kong; On-site; HKD 800,000 - 1,200,000; Full time

Job summary

A leading global wealth manager in Hong Kong is seeking a Client Advisor to establish and maintain long-term relationships with high net worth clients. You will leverage your proven experience in client advising to deliver outstanding service and meet defined KPIs. The ideal candidate is self-motivated, possess excellent networking skills, and is fluent in English as well as Cantonese or Mandarin, enabling them to maximize client satisfaction and retention. Join us to thrive in a collaborative team environment.

Qualifications

• Proven experience in advising high net worth clients.
• Desire to build a client portfolio and relationships.
• Firm grasp of financial markets and regulatory frameworks.

Responsibilities

• Establish long-term mutually beneficial relationships with clients.
• Deliver KPIs as agreed with the business line.
• Maximize client assets and revenues under management.

Skills

Advising high net worth clients

Client portfolio management

Financial markets knowledge

Networking skills

Fluency in English and Cantonese/Mandarin

Job description

Overview

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

Job Type

Full Time

Job Reference

332773BR

City

Hong Kong SAR

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:

• 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.

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.