Hong Kong SAR

Business management, administration and support

Global Wealth Management

Your role

• provide secretarial, administrative, and client support to the Client Advisor (MD)
• coordinate Client Advisor's schedule, including making appointments, and travel arrangements
• arrange meetings, prepare agendas, and reserve facilities
• answer, screen, and direct incoming calls
• sort and distribute incoming mail; prepare outgoing mail and other correspondence
• respond to incoming mail not requiring the Client Advisor’s attention
• performs sensitive information gathering and manage confidential matters
• alert the Client Advisor regarding special actions required
• prepare and reconcile expense reports
• respond to clients’ enquiries and follow up on client issues and requests
• maintain accurate and up-to-date client profiles and documentation
• coordinate team and external meetings, including client events
• ensure administrative arrangements and client-related processes are executed smoothly

Job Reference #

317699BR

City

Hong Kong SAR

Job Type

Full Time

Your team

You will be joining a team that supports a highly experienced Client Advisor (MD) known for a robust client base. Working closely with a team of Client Account Managers, you will provide secretarial support to the Client Advisor (MD) and play a crucial role in facilitating client interactions and ensuring seamless operations. Our team values collaboration, professionalism, and a commitment to excellence in client service.

Your expertise

• relevant professional qualification (HKSI Paper 1, 7, 8) or License Person of SFC Type 1 or equivalent
• experience in providing secretarial support to the senior management and dealing with clients
• knowledge of banking operations
• fluent in Cantonese, English and Mandarin
• great computer skills and the willingness to learn
• a strong team player who takes initiative
• methodical, concise and accurate, with strong attention to detail
• able to work under pressure

About us

UBS is the world’s largest and the 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..

We have a presence in all major financial centers in more than 50 countries.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Contact Details

UBS Business Solutions SA
UBS Recruiting

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.