Client Advisor, Global Financial Intermediaries
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In office (Hong Kong)
Confirmed on the employer's own hiring board on Nov 14, 2026. First seen by Alion on Jan 6, 2026. UBS scores A on the Alion truth index.
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UBS is a Swiss bank headquartered in Zurich and one of the largest wealth managers in the world, serving wealthy private clients, companies and institutions. It runs global wealth management, personal and corporate banking in Switzerland, asset management and an investment bank, and took over Credit Suisse in 2023. The present UBS was formed in 1998 by the merger of Union Bank of Switzerland, whose roots go back to 1862, and Swiss Bank Corporation, and it is listed on the SIX Swiss Exchange and the New York Stock Exchange.
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Global Wealth Management
• actively establish and maintain positive relationships with existing External Asset Managers by providing exceptional services, listening their needs and addressing their concerns- manage the relationship of External Asset Managers and act as their key point of contact
- provide seamless front-to-back investment experience for External Asset Managers which includes knowing their investment needs, providing apt solutions and trade execution
- actively delivering product ideas and investment solutions for External Asset Managers and supporting them with their investment queries
- driving sales by promoting the bank's multi-faceted platform, organizing investment events and conference calls
- support a sales culture with an effective prospecting, sales and acquisition process; regularly reviewing sales plan performance against the desk ambition
• comply with all relevant regulation, policies and standards, fostering an effective risk culture
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