Client Advisor

Job description

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