Active Advisory Client Account Manager

UBS Financial Services; Singapore; On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is looking for a dedicated Investment Advisor to join their dynamic team in Singapore. This role focuses on managing high-net-worth clients, providing tailored investment advice across various asset classes, and ensuring compliance with regulatory standards. As a member of the Active Advisory team, you will engage in trade execution and ongoing portfolio monitoring, making a significant impact on client satisfaction and investment success. If you have a passion for finance and a strong client-oriented approach, this opportunity is perfect for you.

Qualifications

• Basic experience in wealth or asset management.
• Knowledge of equities, fixed income, and alternative investments.

Responsibilities

• Manage a portfolio of HNW/GFO clients based in SEA.
• Provide proactive strategic and tactical investment advice.

Skills

Wealth Management

Investment Advice

Client Relationship Management

Market Trend Analysis

Education

Bachelor's Degree in Finance

CFA Qualification

Job description

Job Opportunity: Investment Advisor (HNW/GFO Clients) - Singapore

Are you a people person with a passion for investment? We are seeking a dedicated individual to join our team and assist with:

1. Managing a portfolio of HNW/GFO clients based in SEA
2. Providing proactive strategic and tactical investment advice across all asset classes
3. Creating and implementing investment proposals tailored to client risk profiles, objectives, and CIO views
4. Ensuring smooth execution of trading activities and addressing client queries
5. Conducting regular portfolio reviews and health checks
6. Maintaining compliance with regulatory, policy, and quality standards to foster an effective risk culture

Your Team

You will support the Active Advisory team in Singapore, focusing on HNW/UHNW/GFO clients. As a junior active advisor, your responsibilities include cross-asset investment advice, trade execution, and ongoing portfolio performance monitoring.

Your Expertise

• Basic experience in wealth or asset management
• Experience advising private and/or institutional clients
• Knowledge of equities, fixed income, and alternative investments
• Understanding of local regulatory requirements with high ethical standards
• Ability to follow market trends and developments
• Bachelor’s degree in finance or related field; CFA qualification is a plus
• Fluency in English, Mandarin, or Cantonese to support local clients

About UBS

UBS is the world's largest and only truly global wealth manager, operating across four divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Bank. With a presence in over 50 countries, we are committed to excellence and innovation in financial services.

How We Hire

Applicants may be asked to complete assessments during the recruitment process. We value diversity and are committed to creating an inclusive environment. If you require reasonable accommodations during the recruitment, please contact us.

UBS Business Solutions SA
UBS Recruiting

Disclaimer / Policy Statements

UBS is an Equal Opportunity Employer. We support diversity and inclusion within our workforce.