Hong Kong SAR

Business management, administration and support, Client advisory / Relationship management, Product Management and Development

Global Wealth Management

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 documents management and administration services 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 related documents according to internal and external regulations
• contribute to continuous improvement of processes and services

Job Reference #

326512BR

City

Hong Kong SAR

Job Type

Full Time

Your team

You’ll be working Wealth Planning Solution team in Hong Kong. We provide support to 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. As a wealth planning relationship manager associate, you'll play an important role in helping us stay a global leader in wealth management.

Your expertise

• proven experience in relationship management, ideally more than 3 years working in trust administration role in a trust company or bank
• a degree in finance, accountancy or law with a relevant professional qualification, preferably STEP, CPA or Law
• familiar with the legal and tax system of one or more jurisdictions and experienced in handling trust documentation
• methodical, concise and accurate work style, with a strong attention to detail and the ability to identify fiduciary risk and regulatory issues
• collaborative team member with analytical, problem-solving, communication and interpersonal skills
• fluent in Cantonese, English and Mandarin
• proficient in Microsoft Office (Word, Excel, PowerPoint) and Chinese Word Processing

About us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

We have a presence in all major financial centers in more than 50 countries.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

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.

Contact Details

UBS Business Solutions SA
UBS Recruiting

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.