Client Advisor

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

Job summary

A leading global wealth management firm in Singapore is seeking a Client Advisor with extensive experience in private banking and relationship management. The ideal candidate will excel in building client relationships, monitor investment portfolios, and comply with regulatory standards. Proficiency in English and familiarity with Singapore's financial markets are essential for this role. Join the team to contribute to our commitment to exceptional client experience and wealth management leadership.

Qualifications

• Proven experience in private banking and relationship management for 5+ years.
• Familiarity with Singapore's regulatory framework.
• Aptitude for digital technology and a service-oriented mindset.

Responsibilities

• Build and grow client relationships with external asset managers.
• Provide trusted advice in collaboration with product teams.
• Monitor client investment portfolios and compliance with regulations.

Skills

Client advisory

Relationship management

Risk management

Communication in English

Client network building

Familiarity with Singapore regulatory framework

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