Singapore

Client advisory / Relationship management

Global Wealth Management

Your role

Are you passionate about financial markets, confident in delivering investment advice and skilled at building trusted client relationships? We are looking for someone like this who can:

- provide high quality investment advice on multi-asset-class portfolios directly to our Wealth Management and Family Office clients
- influence and guide client’ investment decision, ensuring portfolios align with their risk profiles and objectives.
- actively manage a client book, maintaining strong engagement to build strong long-term relationships
- deliver timely, insightful portfolio updates and actionable recommendations and execute on trades within our risk framework
- stay ahead of market developments to maintain a sharp, forward looking investment perspective.

Job Reference #

337355BR

City

Singapore

Job Type

Full Time

Your Career Comeback

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

Your team

You will join the Premium Advisory Specialist team, which sits in the Advisory & Sales group in Singapore, within UBS Wealth Management. We manage advisory mandates entrusted by clients to preserve and grow their wealth.

Your expertise

- preferably at least 10 years financial markets experience
- worked with clients, ideally in a portfolio advisory and/or sales-trading role within a private bank or investment bank
- proven understanding of financial instruments and markets as a whole, with expertise in at least one asset class
- qualifications of MBA, CFA, CAIA, CFP, FRM or CMT.
– ideally strong interpersonal skills (you’re a people person)
- strong communication skills for client liaison, particularly with the North Asian markets
- 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
- Mandarin would be a plus as the role will be required to serve North Asian clients

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.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

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.