Senior HNW Client Advisor — Wealth Growth

UBS

Hong Kong

On-site

HKD 800,000 - 1,200,000

Full time

14 days+

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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

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.
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