Hong Kong SAR

Sales

Global Wealth Management

Your role

Are you passionate about working with people and investments? We’re looking for someone who can:
• Manage a portfolio of HNW/UHNW/GFIW clients across Greater China and Southeast Asia
• Deliver proactive strategic and tactical investment advice across all asset classes with a particular strength in equities
• Create and implement investment proposals tailored to client risk profiles, objectives, and CIO views
• Ensure smooth execution of daily trading activities and respond to client queries
• Conduct regular portfolio reviews and health checks
• Adhere to regulatory, policy, and quality standards, contributing to a strong risk culture

Job Reference #

337122BR

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 Premium Advisory Specialist team (PAS) covering clients out of Hong Kong. We provide proactive investment advice based on the UBS investment policy, and support clients in the implementation of appropriate investment products and strategies. We monitor the portfolios on an ongoing basis, execute and report client trades, maintain up-to-date client records and documentation to ensure adherence to agreed investment mandate objectives (SAA/TAA), compliance requirements and trading procedures.

Your expertise

• Minimum 10 years of experience in wealth management, investment banking research/sales & trading, or asset management
• Proven success in delivering investment advice to private or institutional clients
• Preferably with experience in equity research or equity sales
• Familiarity with local regulatory requirements and a commitment to high ethical standards
• Ability to track market developments and anticipate trends
• Bachelor’s degree in finance or a related field; CFA is a plus
• Fluency in English and either Mandarin or Cantonese to support our local client base

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.