Client Advisor - European SG Market

UBS AG

Singapore

On-site

SGD 120,000 - 210,000

Full time

3 days ago
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Job summary

UBS AG in Singapore seeks a Client Advisor to deliver an exceptional client experience, drawing on a strong track record in client advisory and risk management. You will build and grow client relationships, and collaborate with investment product teams to offer trusted advice.

You will develop your client book with measurable outcomes, keep precise investor records, monitor portfolio quality, and ensure strict regulatory compliance while acting as a resilient, service-oriented team player in a

Qualifications

  • Experience in private banking and client advisory (5+ years).
  • Familiar with Singapore regulatory framework.
  • Strong knowledge of Asia Pacific markets and regulations.
  • Ability to build client networks with an entrepreneurial mindset.
  • Team player with a service orientation and adaptability to digitization.
  • Excellent English communication; German language is a plus.

Responsibilities

  • Build, establish and grow client relationships.
  • Provide trusted advice in collaboration with investment products and solutions teams.
  • Develop the client book with measurable outcomes.
  • Maintain 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 risk standards.

Skills

Private banking
Relationship management
Asset gathering
Investments
Client networks
Regulatory knowledge
Digital literacy
English communication
German language

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
  • 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 :
  • 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 German are advantageous to support the client base

For more information about how UBS processes your data including how we protect your data, your rights in respect of your data and contact details of the Group Data Protection Office, please refer to the UBS Candidate Privacy Notice here.

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