Client Advisor, Global Financial Intermediaries
UBS · Hong Kong
• actively establish and maintain positive relationships with existing External Asset Managers by providing exceptional services, listening their needs and addressing their concerns• manage the relationship of External Asset Managers and act as their key point of contact
• provide seamless front-to-back investment experience for External Asset Managers which includes knowing their investment needs, providing apt solutions and trade execution
• actively delivering product ideas and investment solutions for External Asset Managers and supporting them with their investment queries
• driving sales by promoting the bank's multi-faceted platform, organizing investment events and conference calls
• support a sales culture with an effective prospecting, sales and acquisition process; regularly reviewing sales plan performance against the desk ambition
• comply with all relevant regulation, policies and standards, fostering an effective risk culture