Wealth Management Client Service Specialist

  • Competitive
  • Hong Kong
  • Permanent, Full time
  • UBS AG
  • 24 Feb 18
Hong Kong

Hong Kong

Job Type
Full Time, Part Time

Your role
Do you set high standards for yourself and your career? Do you want to combine family time with a challenging professional life? Do you appreciate regulated and predictable working hours without open issues carrying over from one day to the next? Do you have sound banking and product knowledge, and enjoy dealing with demanding clients?

We are further enhancing our client servicing model in Wealth Management, where the Wealth Management Service Line (WMSL) team will support our clients together with their personal Client Advisor and local assistance team. As we steadily expand this model into our various locations, we are now looking for new colleagues in Hong Kong.

You will:
â€" independently deal with client requests & take client orders over the telephone
â€" apply your excellent knowledge of the Wealth Management service offering, processes & tools to resolve client requests on the spot, specially basic banking services, handling security transactions, providing information and arranging client meetings
â€" assist Client Advisors with specialist expertise, experience and enjoyment of your role as a WM Service Line Specialist by resolving most client requests immediately
â€" work closely with the Client Advisors and local assistance 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?

Your team
You will be working in the Wealth Management Service Line team in Hong Kong. We offer a modern working environment and are an inspired, communicative and dynamic team that supports each other and works closely with client advisors, assistance teams & other internal stakeholders.

Your experience and skills
You have:
â€" many years of banking experience incl. front-office exposure, preferably in wealth management in a client-facing role
â€" strong banking and investment product knowledge, as well as proven trade execution skills for a broad range of investment products
â€" an excellent spoken and written knowledge of English and can speak business fluent Cantonese and Mandarin (useful when interacting with clients)
â€" great attention to detail, even when under pressure
â€" Hong Kong license Type 1 for interacting with Wealth Management clients & executing trades

You are:
â€" a natural communicator, and especially at ease when talking to clients
â€" excited to work independently in a dynamic & demanding environment
â€" resilient, unconditionally reliable and responsible
â€" proficient in using IT systems & tools

What we offer
Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.

Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us).

Take the next step
Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.