Client Advisor

UBS; Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

A leading global wealth manager in Singapore is seeking a Client Advisor to build and manage client relationships, deliver trusted financial advice, and develop client portfolios. The ideal candidate will have over 5 years of experience in private banking and a solid understanding of the Singapore regulatory framework. This role offers opportunities for growth within a supportive and collaborative environment, with a focus on client satisfaction and risk management.

Benefits

Training and continuous education

Flexible working options

Qualifications

• 5+ years of experience in private banking or client-facing roles.
• Familiarity with the Singapore regulatory framework.
• Strong ability to build and maintain client relationships.

Responsibilities

• Build and grow client relationships with financial intermediaries.
• Provide trusted advice in collaboration with investment product teams.
• Develop a client book with measurable outcomes.
• Maintain client records and monitor portfolio quality.
• Comply with regulations and risk management standards.

Skills

Client advisory

Relationship management

Knowledge of Asia Pacific financial markets

Excellent communication

Entrepreneurial mindset

Team player

Aptitude for technology

Job description

Your role

Are you a private banker or relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you a proven risk manager?

Responsibilities

We're looking for a Client Advisor to:

• build, establish and grow client relationships including with financial intermediaries (external asset managers)
• provide trusted advice to clients in collaboration with colleagues in investment products and solutions teams
• have a plan to develop the client book with measurable outcomes
• keep accurate and up-to-date records on client investor profiles
• take a strategic view of clients' investments and closely monitor their portfolio quality
• comply with all regulations, policies and standards to be in line with our risk management culture

Your team

You’ll be working in the Global Wealth Management team in Singapore. We're focused on managing, preserving and growing our clients' wealth, and help our clients plan for and manage succession. We provide our employees with training and continuous education to better serve our clients and promote personal development. As a Client Advisor, you'll play an important role in helping us stay a global leader in wealth management.

Your expertise

• Proven experience in private banking, relationship management, asset gathering and investments, ideally 5 or more years working in a client-facing role
• Must be familiar with the Singapore regulatory framework
• Firm grasp of Asia Pacific financial markets and regulatory frameworks
• Ability to build strong client networks, with an entrepreneurial mind‑set
• Resilient team player and truly service oriented
• Aptitude for digitization and technology
• Excellent communicator in English. Additional languages including Mandarin, Cantonese are advantageous to support the client base

*#LI-SG

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.

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.

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