GFO Client Advisor – Hong Kong GFO Client Advisor – Hong Kong …

in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Be the first to apply
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Be the first to apply
Job Reference #201503BR

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 Office (GFO) 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 GFO 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

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

We're a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now.

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.