Singapore

Sales

Global Wealth Management

Your role

Do you have the ability to provide holistic investment advice in a portfolio context? Do you have expertise across a range of asset classes and markets? Do you want to maximize the benefits of a global franchise for the good of clients? Do you have proven track record advising clients in advisory portfolios across bespoke instruments?

We are looking for Investment Consultants (IC) to
• partner Client Advisers (CA) to provide holistic advice to clients
• drive portfolio allocation and manage account reviews to align client with CIO views while keeping in view of client’s risk profile and investment preference.
• collaborate with Chief Investment Office (CIO) and other investment product teams to deliver the entire product suite and trading capability of UBS to clients
• assist Senior Investment Consultants in portfolio review / proposal decks, provide daily market updates to CAs and IC.
• attend and prepare internal meeting slides

Job Reference #

336548BR

City

Singapore

Job Type

Full Time

Your team

You will be working as part of Wealth Management APAC in Advisory & Sales as an Investment Consultant based in Singapore. The Investment Consultant team is a multi-asset, sales and advisory team. The team is responsible for bringing CIO-aligned investment solutions in a timely manner to clients. We are a dynamic team and enjoy working to provide best-in-class solutions for our clients.

Your expertise

“• at least 10 years of experience in portfolio management, investment management, sales and trading
• specialization in at least one asset class or product type, such as Equity, Fixed Income, Foreign Exchange, Structured Products / Derivatives and Alternatives
• possess a strong drive, initiative, adaptable and be able to work independently in a stressful and demanding environment.
• proven presentation skills in front of clients and Client Advisers, and strong understanding of the needs and sensitivities of clients. ( Family offices or Ultra(HNW))
• sales and service oriented with excellent communication skill
• advanced degree in the area of finance. CFA certification is a plus
• fluent in English and business Mandarin, while other languages are a plus
• this is a demanding role due to the complexity and high volume of the business. Perseverance and drive are key attributes to be successful in the role.

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Contact Details

UBS Business Solutions SA
UBS Recruiting

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.