Client Advisor, Global Financial Intermediaries
UBS
Client Advisor, Global Financial Intermediaries
Hong Kong SAR
Client advisory / Relationship management
Global Wealth Management
Your role
• actively establish and maintain positive relationships with existing External Asset Managers by providing exceptional services, listening their needs and addressing their concerns
• manage the relationship of External Asset Managers and act as their key point of contact
• provide seamless front-to-back investment experience for External Asset Managers which includes knowing their investment needs, providing apt solutions and trade execution
• actively delivering product ideas and investment solutions for External Asset Managers and supporting them with their investment queries
• driving sales by promoting the bank's multi-faceted platform, organizing investment events and conference calls
• support a sales culture with an effective prospecting, sales and acquisition process; regularly reviewing sales plan performance against the desk ambition
• comply with all relevant regulation, policies and standards, fostering an effective risk culture
Job Reference #
332857BR
City
Hong Kong SAR
Job Type
Full Time
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
Your team
You’ll be working in the Wealth Management Financial Intermediaries (FIM) desk. We are responsible for the acquisition and development of FIM client relationships. We work together to deliver comprehensive and global client solutions.
Your expertise
• ideally > 5 years of experience, an entrepreneurial mindset, negotiation skills and excellent understanding of products across different asset classes;
• in depth knowledge of financial markets, trading and execution;
• fluent in English and Mandarin;
• motivated, self-directed and driven;
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.
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.