锦鲤求职锦鲤求职

瑞银

Client Advisor

  • 社招
  • 金融销售
  • 发布于 2026-09-16
原岗位链接 ↗

岗位描述

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

金融销售方向的申请准备

先核对岗位要求与自己的经历,再准备档案、投递和面试。

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