Wealth Planning Relationship Management Specialist  …

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 # 194238BR
Your role
Are you an innovator who loves to solve problems? We are looking for someone to use their expertise to help us deliver the best-in-class service for our clients by:
– facilitating the APAC trust business, attending to all trust related aftersales activities that interact with clients
– provide wealth planning relationship managers support with document management in connection with the maintenance of client relationship
– coordination with trustees, internal functions and external parties on any technical or operational matters, keeping up-to-date with any regulatory changes that may affect our clients prepare and review all trust set up and on-boarding documents according to internal and external regulations
– contribute to continuous improvement of processes and services

Your team
You'll be working as part of the Wealth Planning Relationship Management team in Investment Products & Services, Hong Kong. We actively support Client Advisors in client meetings, presentations and after-sales activities relating to asset ownership and structuring. We follow political, tax and economic developments in specific countries and apply this knowledge to client situations whilst ensuring that our wealth planning business continues meeting the bank's general and wealth planning specific standards and policies.

Your expertise
You have:
– a degree in Finance, accountancy or law with a relevant professional qualification, preferably STEP, CPA or Law
– more than 5 years of relevant client facing experience working in a trust company or bank
– strong analytical, problem-solving and synthesizing skills relating to wealth planning, tax and estate planning, accountancy, insurance, banking and investment
– excellent communication skills with the ability to express things simply and directly while maintaining a focused and controlled discussion

You are:
– familiar with the legal and tax system of one or more jurisdictions and experienced in providing structuring solutions for private individuals
– strongly committed to the highest professional standards
– highly organized, able to multi-task, work both independently and in a team setting
– adaptable, with strong interpersonal skills
– proficient in Microsoft Office (Word, Excel, PowerPoint) and preferably Chinese Word Processing
– fluent in Cantonese, English and Mandarin

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 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.