Client Relationship Manager

Your role

Are you a client relationship professional in fund distribution? We're looking for someone like this to:

- show strong ownership in your own accounts, including strategic planning and relationship management for our existing third-party fund distributors (private banks, consumer banks, and insurance companies) and UBS wealth management.
- collaborate with other CRMs to identify new business opportunities and expand the existing client relationship to the benefit of both the client and UBS.
- oversee the onboarding process for new client / fund, ensuring a smooth transition and understanding of services offered.
- monitor industry trends, competitor activities and market conditions to inform client strategies and product offerings.

Your team

You'll be working in the fast-growing Hong Kong Wholesale Client Coverage Team and handling some of our key clients. You'll be able to draw on the strength of UBS traditional fund strategies, as well as alternative investments to give your clients whatever they need.

Your expertise

- a bachelor degree with ideally 3-5 years of business development experience in financial industry (experience in asset management industry is preferred)
- strong presentation skills and familiarity with computer applications (i.e. Excel, Word, PowerPoint, Morningstar, Bloomberg)
- ability to work multi-task in fast-paced environment
- self-motivated, flexible and positive
- a team player
- fluent communication in both written and spoken English and Cantonese

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.

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.