Hong Kong SAR

Product Management and Development, Sales

Global Wealth Management

Your role

Are you an innovator who loves to solve problems? Do you know how to make sure things run smoothly? We are looking for someone who can provide business related services and support to the Wealth Planning team to help with:
• the preparation of documents (including trust setup, account opening and asset transfer related) for new structures and liaising directly with UBS trustees, Client Advisors and Client Advisor Assistants and other third parties in connection therewith
• coordinating with UBS trustees on setting up new structures and following through asset injection into structures
• supporting the team in meeting its risk control requirements, by helping maintain and track trust related information
• contribute to continuous improvement of process and services

Job Reference #

338096BR

City

Hong Kong SAR

Job Type

Full Time

Your Career Comeback

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.

Your team

You’ll be working as part of the Wealth Planning Relationship Management team in Hong Kong. We actively support Wealth Planner in client meetings, presentations and pre-sales 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 the bank's general and wealth planning specific standards and policies.

Your expertise

You have:
• a degree in Business Administration, Accounting or Corporate Governance
• member / student member of CPA/CA/STEP/Company Secretary or equivalent qualification at least 3 years of working experience in trust company or company secretary firm , preferably with experience in client onboarding role
• methodical, concise and accurate work style, with a strong attention to detail and the ability to identify fiduciary risk and regulatory issues
• collaborative wealth planning team members with analytical, problem-solving, communication and interpersonal skills
• Excellent attention to details, highly organized and can multi-task and work both independently and in a team setting
• proficient in Microsoft Office (Word, Excel & PowerPoint) and Chinese Word Processing
• fluent in English, Cantonese and Mandarin

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.