Client Advisor

UBS AG; Singapore; On-site; SGD 90,000 - 150,000; Full time

Job summary

UBS Group AG in Singapore seeks a Client Advisor to manage and grow client relationships within Global Wealth Management. You will deliver trusted advisory services, collaborate with investment product teams, and develop a plan to expansion with measurable outcomes.

The role requires a track record in private banking, strong risk awareness, and excellent English communication. Mandarin/Cantonese skills are a plus in serving a diverse client base.

Qualifications

• Curiosity to explore how AI can improve workflows while validating outputs and ensuring risk policy alignment.
• Proven private banking and relationship management experience with client-facing roles.
• Familiarity with Singapore regulatory framework and APAC markets.
• Strong network-building ability with entrepreneurial mindset and client-centric approach.
• Excellent English communication; additional Mandarin/Cantonese is advantageous.
• Resilience, teamwork and service orientation are essential.

Responsibilities

• Build, establish and grow client relationships including with financial intermediaries (external asset managers).
• Provide trusted advice to clients in collaboration with investment products and solutions teams.
• 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 monitor portfolio quality.
• Comply with regulations, policies and standards in line with risk management culture.

Skills

AI in workflows

Private banking

Relationship management

Asset gathering

Investments

Singapore regulation

APAC markets

Networking

Entrepreneurial mindset

Team oriented

Service minded

Digitization

Technology

English communication

Job description

Key responsibilities :

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
• comply with all regulations, policies and standards to be in line with our risk management culture

The 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 skills and experience :

• You’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use
• 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

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