UBS

Client Account Manager, Private Client Greater China

UBS

Hong Kong
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Welcome to UBS, a global financial services company with a strong commitment to providing personalized and high-quality services to our clients. We are currently seeking a highly motivated and experienced Client Account Manager to join our Private Client team in Greater China. In this role, you will have the opportunity to work with a diverse and prestigious client base, and play a crucial role in managing their investment portfolios and providing tailored solutions to meet their individual needs and goals. If you are passionate about building strong relationships, have a deep understanding of the financial markets, and possess excellent communication and analytical skills, we would love to hear from you. Join us and be a part of a dynamic and collaborative team where your talents and contributions will be recognized and rewarded.

  1. Build and maintain strong relationships with clients in the Greater China region.
  2. Manage and oversee the investment portfolios of a diverse and prestigious client base.
  3. Provide personalized and tailored solutions to meet the individual needs and goals of clients.
  4. Stay up-to-date on financial markets and industry trends to provide informed investment advice.
  5. Collaborate with internal teams to ensure seamless delivery of services to clients.
  6. Act as the main point of contact for clients, addressing any questions or concerns.
  7. Conduct regular reviews and analysis of clients' portfolios to identify potential opportunities and risks.
  8. Prepare and present reports and presentations to clients on their portfolio performance.
  9. Proactively identify and pursue new business opportunities to expand the client base.
  10. Stay compliant with all regulatory requirements and company policies.
  11. Maintain accurate and up-to-date client records.
  12. Mentor and train junior team members.
  13. Participate in team meetings and contribute to the overall success of the Private Client team.
  14. Uphold the company's values and reputation by providing exceptional service to clients.
  15. Continuously strive to improve client satisfaction and retention rates.
Where is this job?
This job is located at Hong Kong
Job Qualifications
  • Bachelor's Degree In Business Administration, Finance, Or A Related Field.

  • Proven Track Record Of Meeting And Exceeding Sales Targets And Driving Revenue Growth.

  • Minimum Of 5 Years Of Experience In Private Client Wealth Management, Preferably In Greater China.

  • Strong Understanding Of The Greater China Market And Cultural Nuances.

  • Excellent Communication And Relationship Management Skills, With The Ability To Build And Maintain Strong Client Relationships.

Required Skills
  • Communication Skills

  • Financial Planning

  • Sales

  • Negotiation skills

  • Relationship Management

  • Risk assessment

  • wealth management

  • Cultural Sensitivity

  • Client Retention

  • Investment Strategies

  • Cross-Selling

  • Market Knowledge

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Client Account Manager, Private Client Greater China in Hong Kong is HK$500,000 - HK$800,000 per year. However, salaries can vary significantly depending on factors such as experience, skills, and the specific industry or company the individual works for. It is also worth noting that bonuses and other forms of compensation may also be included in the overall salary package.

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 BeforeMay 22nd, 2025
This job posting is from a verified source. 

Apply with Video Cover Letter Add a warm greeting to your application and stand out!

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.

Frequently asked questions

Get interviewed today!

JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.

Get Started