Your role
Are you a energetic relationship manager who delivers an exceptional client experience? Are you an innovator who loves to solve problems, with a keen interest in wealth planning?
We are looking for Wealth Planning Relationship Manager to:
• facilitate the APAC trust business, attending to all trust related aftersales activities that interact with clients
• build long term relationship with settlors and beneficiaries whilst attending to any issues or requests arising from trust structures
• coordinate with trustees, internal functions and external parties on any technical or operational matters, keeping up-to-date with any regulatory changes that may affect our clients
Your team
You'll be working in Wealth Planning, Advisory and Sales team in Hong Kong. We provide support to Client Advisors in client meetings, presentations and after-sales activities relating to asset ownership and structuring. We follow political, tax and economic developments in specific countries and apply this knowledge to client situations whilst ensuring that our wealth planning business continues meeting our general and wealth planning specific standards and policies. As a wealth planning relationship manager, you'll play an important role in helping us stay a global leader in wealth management.
Your expertise
• proven experience in relationship management, ideally more than 10 years working in client-facing role in a trust company or bank
• a degree in finance, accountancy or law with a relevant professional qualification, preferably STEP, CPA or Law
• familiar with the legal and tax system of one or more jurisdictions and experienced in providing structuring solutions for private individuals
• strong analytical, problem-solving and synthesizing skills relating to wealth planning, tax and estate planning, accountancy, insurance, banking and investment
• excellent communication skills and sales capabilities with the ability to express things simply and directly while maintaining a focused and controlled discussion
• highly organized, able to multi-task, work both independently and in a team setting
• fluent in Cantonese, English and Mandarin
About us
UBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?
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