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Client Advisor



Job Description

Client Advisor

Location: Hong Kong

Are you at your best when solving problems for clients and building long-term relationships? Do you have a proven track record in client advising and selling? We are looking for someone who can help us:
– establish long-term mutually beneficial relationships with clients
– deliver KPIs as agreed with the respective business line in Hong Kong
– maximize client assets and revenues under UBS management
– select advisory processes and agreements designed to meet our clients’ needs, objectives and expectations
– keep accurate, up-to-date client investor profiles
– develop a client investment strategy and keep a close eye on portfolio quality
– create and implement a strategic client book development plan with measurable actions
– comply with all regulation, policies and standards, contributing to an effective risk culture

Employment TypeFull-time
Education LevelNon-specified
UBSInvestment Banking and Brokerage

Two International Finance Centre, 8 Finance St, Central

directions_walk11 mins walk from Central Station