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: – establish long-term mutually beneficial relationships with clients – 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.
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.
Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us).
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 will work in wealth management team in UBS China Limited in Shanghai as part of the High Net Worth (HNW) segment. We create added value for both clients and the company by identifying of clients’ needs, wants and deliver first-class client services and product.
Your experience and skills:
–proven experience in client advising
–a firm grasp of financial markets and regulatory frameworks
–an impressive client advising and selling record.
–always looking to improve the client experience
–motivated, self-directed and driven
–a dynamic and flexible team player with great networking skills
–a perfectionist in everything you do (that includes, of course, documentation)
–fluent in 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 more than 50 countries. Do you want to be one of us?
Job Reference #: 175556BR
Business Divisions: Global Wealth Management
Title: Client Advisor
Job Type: Full Time
Country / State: China
Function Category: Client advisory / Relationship management