Junior Account Manager, Financial Intermediaries (FIM), Hong Kong

Job description

Description

As a Junior Account Manager (JAM) at UBS you will support a team of Account Managers within Hong Kong Hub servicing Financial Intermediaries (FIM) and their end-clients (FIM EC). You will ensure a smooth execution of all daily and recurring tasks by interacting with team members and/or FIMs and their end-clients directly, contribute to manage operational risks along WM and Global FIM risk standards including providing input to support periodic Due Diligence Reviews on our FIMs / FIM ECs. The opportunity will give you the chance to work within a dynamic team, covering a young but fast growing client segment from across the globe and with global reach. Based on the triangular relationship between UBS/FIM/FIM EC you will be able to challenge yourself to maneuver within a business segment of higher complexity and institutional characteristics. Additionally, as appropriate, you may be actively involved to provide on-the-job training for and supervision of junior staff. Lastly, you will participate in the teams recurring weekly meetings with focus business updates and change management.

Key Responsibilities:

· Support the Hub team in their task of 'Service Excellent' on a daily basis to our FIMs to grow share-of-wallet (SoW)

· Interact daily with internal and external clients/stakeholders

· Follow and adhere to the UBS code of ethics, UBS policies and impersonate UBS Principals and Behaviors

Main tasks:

· Support the On-boarding of new FIMs (setting-up required documentation and codifying the relevant aspects in internal systems such as iCAWB.

· Account Opening/closing of FIM EC relationships

· Executions of trades (Equities, Fixed Income, Funds, Foreign Exchange, Structured Products etc.)

· Executions of payments

· Deal with FIMs'/ FIM ECs' / Stakeholders' inquiries

· Support the calculation and execution of quarterly remuneration payments to FIMs

· Support the periodic Due Diligence Review in cooperation with the Account Manager, Business Developer and Business Management

· Participate in Hub's weekly meetings for review of existing business relationships, new growth opportunities and provide input for change management (as maybe appropriate)

· Apply the UBS risk management standards and the GFIM Governance and Control Framework

Requirements

· Passed HKSI Paper I

· Several years of working experience in the Financial Services Industry (preferably in Wealth Management and/or Asset Management), knowledge of / exposure to the Financial Intermediary / External Asset Manager segment

· Team Player

· Good organization skills, high level of drive and commitment, able to work under pressure, ability to multi-task and manage complexity, open minded and capable of learning new things swiftly

· Fluency in Mandarin is a plus

What we offer

UBS offers talented individuals around the world a challenging, diverse and supportive working environment in which passion, commitment and hard work are valued and rewarded.

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Take the next step

Fitting in at UBS means being passionate and motivated about what you do. If you like collaborating, are used to challenging others and being challenged in return, then you have the right attitude to thrive in our environment. Want to become part of our team? Apply now.

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.