Hong Kong SAR

Business development, Client advisory / Relationship management, Financial Advisors, Fund Services, Portfolio and fund management, Quantitative Analysis, Research, Sales and trading, Trading

Global Wealth Management

Your role

Are you constantly on the lookout for market investment opportunities and managing money on behalf of clients? Do you enjoy analyzing complex situations, coming up with solutions and accustomed to juggling multiple stakeholders and topics at once? Do you enjoying working with a team to enhance business growth?

We are looking for someone to use their expertise to help us:
- Management of multiple client portfolios
- Support client reviews and pitches for new mandates, acting as the subject matter expert for discretionary Multiple Asset-Class solutions within UBS Wealth Management APAC
- Support mandate onboarding activities from the creation of client investment templates to the facilitation of portfolio reviews with Front Office for bespoke discretionary mandate solutions
- Support the implementation and execution of discretionary portfolios, conducting quality controls for highly complex & bespoke mandates and ensuring investment parameters are set-up in portfolio management systems based on client’s investment guidelines.
- Provide pre / post-sales support and education through pitches / reviews on the UBS Mange product offering to Advisory & Sales colleagues, Client Advisors, and Key Clients

Job Reference #

329059BR

City

Hong Kong SAR

Job Type

Full Time

Your team

Our business area CIO Global IM provides our Client Advisors with high quality and tailor-made solutions. CIO Global IM is responsible for investing assets and managing sophisticated portfolios for private clients. Our team is responsible for the efficient and proper account management of UBS investment strategies and policies that maximize portfolio performance consistent with clients' objectives.

The Portfolio Manager (PM) follows developments in the financial markets within their area of responsibility to maintain an understanding of trends and how they might affect UBS Global Wealth Management Investment Policies. Once the private client has agreed on their investment profile, the PM implements the investments within the client portfolio, taking into consideration potential client instructions.

Your expertise

You have:
- a degree in banking / finance-related discipline
- at least 3-5 years of experience in a financial services firm
- strong understanding of processes to aid fluency / efficiency of system application use in daily operations
- strong analytical, problem solving and synthesizing skills
- CFA / CAIA or equivalent is a plus
- MS Office and excel skills are a prerequisite, with coding experience a big plus

You are:
- self-motivated, responsible and meticulous with strong communication skills and love working in a high functioning team. Willing to take on new challenges particularly in learning about investments and engaging clients (both internal and external)
- highly determined and shows effort & enthusiasm to deliver results, often originating action and keeping things moving
- able to assess new ideas and provide implementable solutions with a view on the big picture
- well organized, with an innate sense of how to prioritize
- client service focused (internal & external)
- highly co-operative and collaborates with colleagues within and beyond own area to achieve common goals
- contributes actively to help create effective partnerships, which meet organizational objectives.
- fluent in English and Mandarin, in both written and verbal communication.
- comfortable and confident in communicating with different people and situations

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

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.