Client Advisor
UBS Mainland China Client advisory / Relationship management
Posted 2026-11-09
About the role
Are you a passionate sales person keen to deliver world class wealth management solutions to clients? In this role you will be able to • Be responsible for acquisition and successful maintenance of trust and long-term client relationships • Identify prospects within the relevant market and use in-depth market knowledge for the purpose of systematic acquisition of new clients • Deliver the value proposition within the principles of the business model and actively implement. Applying the 4-step-advisory-process (FASE) for clients and to create added value for both the client and the Bank through the sales of the optimal product mix • Follow processes, guidelines and best practices according to legal / compliance and risk control principles requirements as well as sales efficiency standards • Work in full compliance with UBS China L&C requirements, implement development strategy of UBS China comprehensively and effectively and achieve business target • Offer clients comprehensive wealth management services and account maintenance services • Build up and maintain long-term mutual trust with external and internal clients; effectively leverage resources to expand client group and improve client quality • Strictly follow Code of Conduct of UBS employees and escalate in a prompt manner any issues which could impair capital strength or reputation of UBS • Complete training required by UBS and enhance business capability in a timely manner
Listed from UBS's career site, where it was posted on 2026-11-09. The firm's page is the reference for the details and the application.