私人银行Director/Client Advisor (3)
职位编号: | THR000535 | 招聘职位: | 私人银行Director/Client Advisor |
工作类型: | 不限 | 年薪: | 51-80万 |
要求性别: | 不限 | 年龄要求: | 28 - 38 |
学历要求: | 本科及以上 | 工作地区: | 北京 |
工作经验: | 6年以上 | 户口要求: | |
发布日期: | 2016-08-16 | 有效期限: | 3个月 |
1) Responsible for acquisition and successful maintenance of trust and long-term client relationships.
2) Identify prospects within the relevant market and used in-depth market knowledge for the purpose of systematic acquisition of new clients.
3) 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.
4) Follow processes, guidelines and best practices according to legal / compliance and risk control principles requirements as well as sales efficiencystandards.
-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 trainings required by UBS and enhance business capability in a timely manner
Knowledge/Experience: Economy/finance/banking related education background, relevant working experience in banking/financial industry
Language skill: fluent English and Chinese
Soft skills/personality: good communication skills, good execution capability, team spirit, professional integrity, responsibility, being a quick learner
Minimum years of general work: 5-8 years
Years of worker experience in similar: 5 years
Career development opportunity: professional CAs; other internal management positions.
Our ideal candidates should have the following requisites:
1.Minimum 8 years’ professional experience successfully advising High Net Worth Clients
2. Formal qualifications (University degree or other recognized qualifications)
3. Proven track record in acquisition success and extensive product and investment knowledge
4. Outstanding relationship management capabilities with strong analytical, risk management, marketing, communication and interpersonal skills
5. Fluency in Chinese and English mandatory