Hong Kong SAR

Business management, administration and support

Global Wealth Management

Your role

• provide secretarial, administrative, and logistics support to the Client Advisors
• coordinate Client Advisor's schedule, including making appointments, and travel arrangements
• arrange meetings, prepare agendas, meeting materials and reserve facilities
• answer, screen, and direct incoming calls
• sort and distribute incoming mail; prepare outgoing mail and other correspondence
• perform sensitive information gathering and manage confidential matters
• alert the Client Advisor regarding special actions required
• direct clients’ enquiries and requests to Client Advisors and Client Account Managers
• maintain accurate and up-to-date client profiles and documentation
• support Client Advisors to coordinate team and external meetings, including client events
• obtain appropriate internal approval from senior management on client events, expenses, etc
• prepare and reconcile expense reports, and obtain approvals
• ensure administrative arrangements and preparation for client-related processes are executed smoothly

Job Reference #

320858BR

City

Hong Kong SAR

Job Type

Full Time

Your team

You will be joining a team that supports a highly experienced Client Advisors known for a robust client base. Working closely with a team of Client Account Managers, you will provide secretarial support to the Client Advisors 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

• 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 multi-task under time pressure
• relevant professional qualification (HKSI Paper 1, 7, 8)/ License Person of SFC Type 1 would be highly preferrable

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.