Client Advisor, Global Financial Intermediaries

2 days ago

Kowloon, Hong Kong SAR China UBS AG Full time

Responsibilities Actively establish and maintain positive relationships with existing External Asset Managers by providing exceptional services, listening to their needs and addressing their concerns. Manage the relationship of External Asset Managers and act as their key point of contact. Provide a seamless front-to-back investment experience for External Asset Managers which includes knowing their investment needs, providing apt solutions and trade execution. Actively deliver product ideas and investment solutions for External Asset Managers and support them with their investment queries. Drive 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 review sales plan performance against the desk ambition. Comply with all relevant regulations, policies and standards, fostering an effective risk culture. 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 the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. We have a presence in all major financial centers in more than 50 countries. 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. #J-18808-Ljbffr

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