Client Advisor Assistant
UBS
Hong Kong
9天前

Your role

Are you a people person? Do you know how to stay calm under pressure? We’re looking for someone like that who can :

support Desk Head and Client Advisors, keeping in contact with internal and external clients

be the point of entry for processing client orders

make sure that administrative arrangements and client-related processes are completed

carry out daily transaction processing and complex troubleshooting

manage calendars, organize meetings, including logistics, attendees, materials and communication

monitor email and answer phone calls, handle confidential files in accordance with our policy

schedule all travel within budget, produce travel itineraries and expense reports

Your team

You’ll be working in the Wealth Management team in Hong Kong as part of the High Net Worth (HNW) segment, providing support to desk head and team members.

Our role is to manage, preserve and grow the wealth of our clients. Our team offers solutions for managing wealth and planning for succession.

You have :

knowledge of banking operations

experience dealing with private clients and supporting desk head and / or client advisors

great computer skills and the willingness to learn new programs

You are :

a strong team player who takes initiative

methodical, concise and accurate, with strong attention to detail

a strong written and verbal communicator, comfortable interacting with colleagues at all levels

able to work under pressure (you secretly love deadlines)

fluent in English, Cantonese and Mandarin

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?

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.

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