Job ref no.: CT3128818-01#2354

Active Advisor


Hong Kong
Financial Advisors
Global Wealth Management

Job Reference # 227824BR

City Hong Kong

Job Type Full Time

Your role

Are you great at answering questions and giving advice?

Do you know how to nurture client relationships? We are looking for someone like this who can:

  • provide proactive investment advice on multi-asset-class portfolios directly to our Wealth Management clients, family offices and corporate clients
  • proactively manage client book and make sure clients are invested according to their risk profile
  • regularly contact clients with meaningful portfolio updates and investment recommendations
  • carry out important risk management tasks to meet legal and regulatory requirements
  • follow developments in the financial markets to maintain sharp understanding of both current and anticipated trends across relevant markets and products

Your Career Comeback

We are open to applications from career returners. Find out more about our program on


Your team

You’ll be working in the Active Advisory team in Hong Kong, as part of the Wealth Management business segment. We work closely with our Client Advisors to manage many of the the largest client relationship in APAC. Our role is to manage, preserve and grow the wealth of our clients.


Your expertise

  • worked with High Net Worth (HNW) or UHNW clients, ideally in a portfolio advisory role within a private bank
  • extensive experience ideally 8-10 years managing and advising multi-asset-class client portfolios throughout a market cycle
  • proven understanding of financial instruments and markets as a whole
  • qualifications of CFA/ CFP/ CAIA/ MBA/ FRM/ CMT, ideally
  • strong interpersonal skills (you’re a people person)
  • strong communication skills for client liaison, particularly with Cantonese and Mandarin speaking clients
  • an excellent communicator, able to deliver information convincingly and concisely
  • a strong team player with high standards of ethical and professional behavior
  • a stickler for flawless execution procedures and documentation


About us

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?


Join us

We're a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, please click Apply Now to apply job.

Disclaimer / Policy Statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.

More job information
Job ref no. CT3128818-01#2354
Job Function
Employment Term
  • Permanent
  • Full-time
  • 8 years - 10 years
Career Level
  • Non-management level
  • Degree