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UBS is a leading global financial services firm. Our Wealth Management International business area serves our affluent private clients worldwide through comprehensive, customized and value-enhancing advisory services.
Description:
This is a rare opportunity to join UBS Wealth Management as a Special Solutions Advisor. This is a vital role focused on supporting our Key Client Advisors/Relationship Managers in the retention, development and acquisition of Key Clients through providing advice and managing strategic projects.
Key tasks and responsibilities include:
1. Leading business evaluation sessions in view of applying a structured and systematic approach in the Key Client development and retention
2. Managing complex client cases, including the orchestration of product specialists within the HK Key Client Competency Centre
3. Develop strong partnerships with internal partners
4. Support market units in their prospecting initiatives
5. Promote best practice and information sharing within the Key Client segment
6. Manage segment specific strategic projects
Requirements:
Our ideal candidates should have the following requisites:
1. Degree qualified with a minimum of 4 years experience in the financial services industry
2. Extensive knowledge of wealth management banking and investment products
3. Capability to deliver tailor-made solutions & presentations of the outmost quality to sophisticated key clients
4. Skills in project management and ability to drive new initiatives
5. Excellent English and a good understanding of local languages would be desirable.
It Starts With You
We can offer you an exciting, fast-paced working environment, a culture of mutual respect and teamwork and the opportunity to play a vital role in our growth.
Disclaimer / Policy Statement: UBS is an equal opportunity employer. We respect and seek to empower each individual and the diverse cultures, perspectives, skills and experiences within our workforce.
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