Client Advisor Wealth Management UHNW


Technical Skills

  • CRM
  • Financial Advising
  • Wealth Management

Job Description

Client Advisor Wealth Management UHNW

Location: Hong Kong

Are you a strategic, solution-oriented thinker? Do you have a proven track record in client advising? We are looking for someone who can help us:
-understand each client and establish long-term client partnerships
-maximize client assets and revenues under UBS management
-deliver KPIs as agreed with the respective business line in Hong Kong
-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 orchestrate the specialists implementing the strategy, meeting the special needs of the client
-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 LevelBachelor
UBSInvestment Banking and Brokerage

Two International Finance Centre, 8 Finance St, Central

directions_walk11 mins walk from Central Station