Client Advisor
UBS · China
Are you a passionate sales person keen to deliver world class wealth management solutions to clients? In this role you will be able to• be responsible for acquisition and successful maintenance of trust and long-term client relationships
• identify prospects within the relevant market and use in-depth market knowledge for the purpose of systematic acquisition of new clients
• deliver the value proposition within the principles of the business model and actively implement. Applying the 4-step-advisory-process (FASE) for clients and to create added value for both the client and the Bank through the sales of the optimal product mix
• follow processes, guidelines and best practices according to legal / compliance and risk control principles requirements as well as sales efficiency standards
• work in full compliance with UBS China L&C requirements, implement development strategy of UBS China comprehensively and effectively and achieve business target
• offer clients comprehensive wealth management services and account maintenance services
• build up and maintain long-term mutual trust with external and internal clients; effectively leverage resources to expand client group and improve client quality
• strictly follow Code of Conduct of UBS employees and escalate in a prompt manner any issues which could impair capital strength or reputation of UBS
• complete training required by UBS and enhance business capability in a timely manner
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