Assistant to Client Advisor, Global Family & Institutional Wealth

Welcome to UBS, a global leader in wealth management and financial services. We are currently seeking a highly motivated and organized individual to join our team as an Assistant to Client Advisor for our Global Family & Institutional Wealth division. In this role, you will have the opportunity to work closely with our experienced Client Advisors, providing crucial support in managing relationships with our high-net-worth clients and institutional investors. This is a dynamic and fast-paced environment, where your communication and organizational skills will be essential in delivering exceptional service to our clients. If you are looking for a challenging and rewarding career in the financial industry, and possess a strong attention to detail and a passion for client service, we encourage you to apply for this exciting opportunity.

1. Provide administrative support to Client Advisors in managing relationships with high-net-worth clients and institutional investors.
2. Assist with client onboarding and account opening processes, ensuring all necessary documentation is completed accurately and efficiently.
3. Conduct research and gather information on clients' financial profiles to support Client Advisors in developing tailored financial solutions.
4. Schedule and coordinate client meetings, travel arrangements, and events for the Global Family & Institutional Wealth division.
5. Manage and maintain client records and confidential information in accordance with company policies and procedures.
6. Respond promptly and professionally to client inquiries and requests, and escalate any urgent matters to the appropriate team member.
7. Work closely with other team members to ensure a seamless and exceptional client experience.
8. Proactively identify opportunities to improve processes and provide suggestions for enhancing overall efficiency and client service.
9. Stay up-to-date with industry and market trends, and assist in preparing presentations and reports for clients.
10. Adhere to all compliance and regulatory requirements, and maintain a high level of confidentiality in handling sensitive information.

According to JobzMall, the average salary range for a Assistant to Client Advisor, Global Family & Institutional Wealth in Hong Kong is HKD 35,000 to HKD 60,000 per month. This salary range may vary depending on the specific company, level of experience, and qualifications of the individual. It is also important to note that salaries may be higher for individuals with advanced degrees or specialized skills in this field.

UBS is a global firm providing financial services in over 50 countries. The company provides wealth management, asset management, and investment banking services for private, corporate, and institutional clients worldwide.