Client Service Specialist
UBS
Republic of China Taiwan
27天前

Your role

Do you prosper in a client-focused role that works in the (asset management) business?

Are you at your best when providing high quality services to wholesale / institutional clients?

Do you have an aptitude for investments as well as strong communication skills?

We are looking for someone who can :

  • manage the relationship, together with the Client Relationship Managers (CRMs), and ongoing client servicing of the (asset management) client base investing in various assets classes
  • work with the CRMs to appropriately expand the existing client relationship to the benefit of both the client and UBS which includes exploration of new capabilities and services to improve client outcomes
  • act as a first point of contact for queries and requests from clients and UBS internal departments
  • handle the co-ordination of the client on-boarding process, liaise with relevant internal stakeholders and partner with our corporate centre offices to ensure the client's legal, regulatory and operational needs are understood and adhered to
  • identify opportunities to develop new procedures and controls to create more efficient processes
  • Your team

    You’ll be working in the Client Service team in Taiwan, which is an integral part of our client coverage unit. The team is supporting the growth strategy of Asset Management’s business in the APAC region.

    The team is ensuring delivering high quality services to both wholesale and institutional clients as well as direct support of the client coverage team (CRMs).

    Your experience and skills

    You have :

  • a bachelor degree qualified with 3-5 years + account management / client servicing / client onboarding / KYC experience in asset management environment
  • a SITE license
  • fluency in written and spoken English and Mandarin
  • knowledge of Bloomberg, Lipper and MorningStar will be advantageous
  • You are :

  • self-motivated and able to work independently as well as a key member of the team
  • able to apply a working knowledge of investment markets, issues and regulatory environment
  • able to manage, prioritise and make decisions regarding the allocation of time and resources to account management and client servicing responsibilities
  • proactive, show visibility and can build up close relations with business partners
  • well organized, conscientious and resilient and pay attention to detail and accuracy
  • 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?

    What we offer

    Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment.

    We value your passion and commitment, and reward your performance.

    Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us).

    Why UBS?

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