UBS

Client Account Manager - Hong Kong Domestic and Southeast Asia

UBS

Hong Kong
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Are you a driven and experienced account manager with a passion for delivering exceptional client service? Do you have a deep understanding of the Hong Kong domestic and Southeast Asia markets? We are seeking a Client Account Manager to join our team at UBS, where you will have the opportunity to work with high-net-worth individuals and provide them with customized financial solutions. In this role, you will be responsible for managing and growing relationships with our clients, ensuring their satisfaction and meeting their financial goals. If you are a results-oriented professional with excellent communication and interpersonal skills, and a strong knowledge of the Hong Kong domestic and Southeast Asia markets, we encourage you to apply for this exciting opportunity.

  1. Develop and maintain strong relationships with high-net-worth clients in Hong Kong and Southeast Asia markets.
  2. Understand clients' financial needs and provide customized solutions to help them achieve their financial goals.
  3. Act as the main point of contact for clients, ensuring prompt and effective communication and addressing any concerns or inquiries.
  4. Meet and exceed sales targets by proactively identifying cross-selling and upselling opportunities.
  5. Collaborate with internal teams, including investment advisors and product specialists, to deliver comprehensive and tailored solutions to clients.
  6. Conduct regular portfolio reviews and provide recommendations based on market trends and clients' risk profiles.
  7. Stay updated on industry and market developments to provide expert insights and advice to clients.
  8. Monitor client satisfaction levels and take necessary actions to ensure their needs and expectations are met.
  9. Prepare and deliver presentations to clients on market updates and investment strategies.
  10. Keep accurate records of client interactions and maintain confidentiality of client information.
  11. Contribute to the development and implementation of client retention strategies.
  12. Act as a brand ambassador for UBS and uphold its reputation for excellence in client service.
  13. Continuously enhance knowledge and skills through training and professional development opportunities.
  14. Adhere to all company policies, procedures, and regulatory requirements.
Where is this job?
This job is located at Hong Kong
Job Qualifications
  • Extensive Knowledge Of The Hong Kong And Southeast Asia Markets: A Strong Understanding Of The Financial Landscape And Cultural Nuances Of The Hong Kong Domestic And Southeast Asia Markets Is Crucial For Effectively Managing Client Accounts In These Regions.

  • Excellent Communication And Relationship Building Skills: As A Client Account Manager, The Ability To Build And Maintain Strong Relationships With Clients Is Essential. This Includes Excellent Communication Skills, Both Verbal And Written, And The Ability To Adapt To Different Communication Styles.

  • Experience In Financial Services: Candidates For This Role Should Have A Minimum Of 3-5 Years Of Experience In The Financial Services Industry, Preferably In A Client-Facing Role. This Experience Will Provide A Strong Foundation For Understanding And Managing Client Needs.

  • Strong Analytical And Problem-Solving Skills: The Ability To Analyze Complex Financial Data And Provide Strategic Solutions To Clients Is A Key Aspect Of This Role. A Client Account Manager Should Have Strong Analytical Skills And Be Able To Think Critically To Solve Problems.

  • Fluency In Mandarin And Cantonese: Fluency In Both Mandarin And Cantonese Is A Highly Desirable Qualification For This Role, As It Will Allow For Effective Communication With Clients In Hong Kong And Southeast Asia. Knowledge Of Other Southeast Asian Languages, Such As Thai Or Vietnamese, May Also Be Beneficial.

Required Skills
  • Risk Management

  • Financial Planning

  • Networking

  • Negotiation

  • Relationship Building

  • Compliance

  • Portfolio analysis

  • Client management

  • Sales strategies

  • Cross-Selling

  • Market Knowledge

  • Investment Advisory

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Client Account Manager - Hong Kong Domestic and Southeast Asia in Hong Kong is HK$25,000 to HK$35,000 per month. However, salaries can vary depending on the specific industry, company size, and individual experience and qualifications. Some professionals in this role may earn higher salaries with potential bonuses and commission structures. It is best to research specific job listings and speak with recruiters or HR representatives for more accurate salary information.

Additional Information
UBS is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 22nd, 2025
Apply BeforeAugust 19th, 2025
This job posting is from a verified source. 

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About UBS

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.

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