UBS Financial Services Client Advisor in Shanghai, China
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:
–\testablish long-term mutually beneficial relationships with clients
–\tselect advisory processes and agreements designed to meet our clients’ needs, objectives and expectations
–\tkeep accurate, up-to-date client investor profiles
–\tdevelop a client investment strategy and keep a close eye on portfolio quality
–\tcreate and implement a strategic client book development plan with measurable actions
–\tcomply with all regulation, policies and standards, contributing to an effective risk culture
What we offer:
Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.
Take the next step:
Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.
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.
You’ll be working in the UBSS China Shanghai team in WM as part of the High Net Worth (HNW) segment.
Your experience and skills:
–\tproven experience in client advising
–\ta firm grasp of financial markets and regulatory frameworks
–\tan impressive client advising and selling record
–\talways looking to improve the client experience
–\tmotivated, self-directed and driven
–\ta dynamic and flexible team player with great networking skills
–\ta perfectionist in everything you do (that includes, of course, documentation)
–\tfluent in [Mandarin, English]
Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.
We are about 60,000 employees in all major financial centers, in almost 900 offices and more than 50 countries. Do you want to be one of us?
Job Reference #: 156406BR
Business Divisions: Wealth Management
Title: Client Advisor
Job Type: Full Time
Country / State: China
Function Category: Client advisory / Relationship management