UBS Financial Services Digital Client Advisor in Hong Kong, Hong Kong

Your role:

Are you at your best when solving problems for clients and building long-term relationships? Are you familiar with digital banking trends and embrace technology? Do you have a proven track record in client advising and selling leveraging digital channels?

We are looking for someone who can help us:

  • establish long-term mutually beneficial relationships with clients

  • maximize client assets and revenues under UBS management on the Digital desk

  • drive the adoption and utilization of digital banking with clients to deliver client experience and strengthen customer engagement

  • deliver KPIs as agreed with the respective business line in Hong Kong

  • be part of energetic team, passionate about technology and innovation

  • 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

  • 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.

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.

Your team:

You’ll be working in the Wealth Management team in Hong Kong as part of the Digital Desk, to manage, preserve and grow the wealth of our clients using our digital platforms and channels.

Your experience and skills:

You have:

  • proven experience in the financial services industry

  • a firm grasp of product and investment knowledge and regulatory frameworks

  • familiarity with prevailing digital trends, ecommerce and digital applications in financial services

  • excellent relationship management capabilities

You are

  • passionate about digital technolgies and trends

  • always looking for innovative ways to improve the client experience

  • motivated, self-directed and driven

  • a dynamic and flexible team player with good communication skills

  • a perfectionist in everything you do

  • fluent in English and relevant local language (Cantonese / Mandarin) subject to the respective country teams

About us:

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?

Your colleagues:

Job Reference #: 166706BR

Business Divisions: Wealth Management

Title: Digital Client Advisor

City: Hong Kong

Job Type: Full Time

Country / State: Hong Kong

Function Category: Client advisory / Relationship management