Client Advisor

UBS

Singapore

On-site

SGD 80,000 - 120,000

Full time

14 days+

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Benefits offered by this job

Continuous education and training
Flexible working options
Supportive team environment

Job summary

A leading global wealth management firm is seeking a Client Advisor in Singapore. You will build and maintain client relationships, provide trusted advice, and ensure compliance with regulations. Ideal candidates have at least 5 years of experience in private banking or relationship management and a deep understanding of the Asia Pacific markets. You will work in a supportive team with opportunities for personal growth and development. Excellent communication skills are essential, particularly in English, with additional languages being advantageous.

Qualifications

  • Proven experience in private banking or relationship management, ideally 5+ years in a client-facing role.
  • Firm grasp of the Asia Pacific financial markets and regulatory frameworks.
  • Ability to build strong client networks with an entrepreneurial mindset.

Responsibilities

  • Build and grow client relationships with financial intermediaries.
  • Provide trusted advice in collaboration with investment product teams.
  • Monitor portfolio quality and client investment strategies.

Skills

Client advisory
Relationship management
Risk management
Asset gathering
Strong client networks
Digitization and technology
Excellent communication

Job description

Role Overview

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
  • 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
Job Type

Full Time

Job Reference

332580BR

Location

Singapore

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.

Qualifications / 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
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.

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. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do.

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.

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