Client Advisor

UBS AG; Singapore; On-site; SGD 80,000 - 100,000; Full time

Job summary

A global financial services company in Singapore is seeking a Client Advisor to build and grow client relationships, provide trusted advice, and ensure compliance with regulations. The ideal candidate has over 5 years of experience in private banking or relationship management and is familiar with the Singapore regulatory framework. This role offers opportunities for personal development and involves working closely with investment product teams to manage clients' wealth effectively.

Qualifications

• Minimum of 5 years of experience in private banking or relationship management.
• Solid understanding of the Singapore regulatory framework.
• Ability to develop and grow client relationships.

Responsibilities

• Build and establish client relationships.
• Provide advice in collaboration with investment products teams.
• Monitor clients' portfolio quality and compliance.

Skills

Client relationship management

Client advisory

Risk management

Communication in English

Knowledge of Asia Pacific financial markets

Entrepreneurial mindset

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?

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
• compliance 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 mindset
• 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