Hong Kong SAR
Sales
Global Wealth Management
Job Reference #
324440BR
City
Hong Kong SAR
Job Type
Full Time
Your role
Do you have the ability to provide holistic investment advice in a portfolio context? Do you have expertise across a range of asset classes and markets? Do you want to maximize the benefits of a global franchise for the good of clients? Do you have proven track record advising clients in advisory portfolios across bespoke instruments?
We are looking for Investment Consultants to:
We are looking for Investment Consultants to:
- partner Client Advisers to provide holistic advice to clients
- drive portfolio allocation and manage account reviews to align client with CIO views while keeping in view of client’s risk profile and investment preference
- collaborate with Chief Investment Office (CIO) and other investment product teams to deliver the entire product suite and trading capability of UBS to clients
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
Your team
You will be working as part of Wealth Management Advisory & Sales, North Asia, as an Investment Consultant based in Hong Kong.
The Investment Consulting team is a multi-asset, sales and advisory team. The team is responsible for bringing CIO-aligned investment solutions in a timely manner to clients. We are a dynamic team and enjoy working to provide best-in-class solutions for our clients.
The Investment Consulting team is a multi-asset, sales and advisory team. The team is responsible for bringing CIO-aligned investment solutions in a timely manner to clients. We are a dynamic team and enjoy working to provide best-in-class solutions for our clients.
Your expertise
- at least 4 years of experience in portfolio management, investment management, sales and trading
- specialization in Equity, Structured Products and/or other asset classes or product types (Alternatives, Fixed Income, Foreign Exchange, etc.)
- possess a strong drive, initiative, adaptable and be able to work independently in a stressful and demanding environment
- proven presentation skills in front of clients and Client Advisers, and strong understanding of the needs and sensitivities of clients
- sales and service oriented with excellent communication skill
- an advanced degree in the area of finance. CFA certification is a plus
- fluent in Cantonese, business Mandarin and English
About us
UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
We have a presence in all major financial centers in more than 50 countries.
We have a presence in all major financial centers in more than 50 countries.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Contact Details
UBS Business Solutions SA
UBS Recruiting
UBS Recruiting
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.