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Your role Would you like to join a successful FinTech startup inside UBS Asset Management? Do you enjoy working with clients? We are looking for someone who is a good listener and makes a difference for our clients, who can:
- Act as first point of contact for our wholesale clients - Solve our clients' concerns, together with the whole team - Organize regular client meetings to review how we are doing and discuss the way forward - Listen to client feedback and evaluate how we can improve our offering - Assist with classical client service tasks such as billing, change control, and knowledge management
Your team UBS Partner is a young and successful startup inside UBS Asset Management that was built to help clients improve their investment advice process. We have developed a platform that lets banks and insurance companies around the world scan millions of portfolios every night and generate tailor-made recommendations. Our solution is currently in use in Europe and Asia. Thousands of improvement ideas have been delivered to help clients better reach their investment objectives, such as saving for their children's education.
Since we started in 2016, we have steadily grown to serve more and more clients. Currently, we have teams in Dublin, Hong Kong, Wroclaw, Basel, and Zurich. It's not easy to ensure that all needs are always addressed on time, that's why we are looking for someone to help us with it. You will be working in our team in Hong Kong alongside Ivy and Marc. A major part of your role will be to join the dots among our various locations so that your clients' concerns are swiftly addressed.
Your expertise You have: - Strong communication skills, both verbal and written - Fluency in Mandarin and English - 1-3 years of experience serving clients, ideally in an asset / wealth management context - An understanding of portfolio management fundamentals
You are: - Self-motivated and able to work in a team - Well organized, accurate, conscientious and resilient - Able to prioritize and act on critical issues while not losing sight of other issues
About us Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.
We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?
Join us We're a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now.
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.
Internal Number: 6106325
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