Client Advisor

Full Time
Junior (less than 3 years)

Job Description

Client Advisor - Kowloon Branch

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

Technical Skills

  • Asset Management
  • Client Relationship Management
  • Revenue Management
  • Sales