私人银行家 (Private Banker)
瑞银企业管理(上海)有限公司
- 公司规模:500-1000人
- 公司性质:外资(欧美)
- 公司行业:银行 金融/投资/证券
职位信息
- 发布日期:2019-06-29
- 工作地点:上海-浦东新区
- 招聘人数:若干人
- 工作经验:10年以上经验
- 学历要求:本科
- 职位类别:投资/理财顾问 个人业务客户经理
职位描述
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 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 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:
? Minimum 8 years’ professional experience successfully advising High Net Worth Clients
? Formal qualifications (University degree or other recognized qualifications)
? Proven track record in acquisition success and extensive product and investment knowledge
? Outstanding relationship management capabilities with strong analytical, risk management, marketing, communication and interpersonal skills
? Fluency in Chinese and English mandatory
As a Client Advisor you need to have the desire to build your portfolio of clients using the resources and expertise of UBS's platforms, products and services and global networks. Motivation to succeed with a self-started can do attitude will be essential
公司介绍
Together. That’s how we do things. We offer talented people around the world a supportive, stimulating and diverse working environment. We’ll value your passion and commitment. And reward your performance.
联系方式
- 公司地址:上班地址:金融大街7号英蓝国际金融中心