Client Advisor - Global Family & Institutional Wealth

UBS; Singapore; On-site; SGD 120,000 - 150,000; Full time

Job summary

A global wealth manager based in Singapore seeks an experienced Client Advisor to provide strategic, solution-oriented client management. The role involves building long-term relationships, offering expert advice across financial products, and ensuring adherence to compliance regulations. The ideal candidate will have strong interpersonal skills and a proven track record in private banking, particularly with UHNW clients. This position is an excellent opportunity to contribute to a leading firm dedicated to making a positive impact in wealth management.

Benefits

Flexible working options

Continuous training and education

Inclusive culture

Qualifications

• In-depth experience in private banking offerings.
• Strong revenue generation capability.
• Knowledge of compliance regulations and policies.

Responsibilities

• Build long-term client relationships.
• Deliver institutional product suite to clients.
• Ensure compliance with guidelines.

Skills

Client relationship management

Cross-product pitching

Financial market knowledge

Interpersonal skills

Communication in Mandarin

Job description

Use your Google account to sign into efinancialcareers.

Client Advisor - Global Family & Institutional Wealth

Your role

Are you a strategic, solution-oriented thinker and a problem solving relationship manager? Do you have a proven track record in Family Office, Ultra High Net Worth (UHNW) and Institutional client coverage?

We’re looking for a private banker (we call them “Client Advisor”) to join our Global Family & Institutional Wealth Group (GFIW), a unique joint‑venture between UBS Investment Bank (IB) and Global Wealth Management providing a holistic, institutionalised coverage for family offices and corporates. We are looking for someone to:

• build, establish and grow long-term client relationships
• provide trusted advice to clients drawing on expertise from across our global organisation
• ensure delivery of the institutional product suite to GFIW clients across capital markets (Equities, FX Rates & Credit), private equity investments, financing and advisory solutions
• identify potential GFIW clients and drive the process to onboard them
• coordinate cross‑divisional coverage to ensure GFIW clients are covered by the relevant IB product specialists
• ensure GFIW compliance guidelines are strictly adhered to when interacting with clients and prospects. Comply with all regulations, policies and standards, contributing to an effective risk culture
• be responsible for developing the business plan for GFIW client relationships and delivering planned financial results
• break down barriers and overcome operational bottlenecks to ensure a flawless client experience
• keep accurate and up‑to‑date KYC records and client investor profiles
• be able to take tactical and strategic views of clients’ investments and closely monitor their portfolio quality
• to exemplify our bank’s purpose to "Reimagine the power of investing. Connecting people for a better world."\

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. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognise that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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.

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 promote personal development and serve our clients better. As a Client Advisor, you’ll play an important role in helping us stay a global leader in wealth management.

Your expertise

• in‑depth experience and knowledge of private banking offerings and a strong revenue generator while observing client suitability and managing risks
• familiar with IB offerings, and ability to lead early stage cross‑product pitches or have significant experience in dealing with UHNW Clients in Asia as a private banker
• background in corporate or investment banking is advantageous especially as a relationship banker with long‑standing relationships with owners of mid to large companies
• firm grasp of Asia Pacific financial markets and regulatory frameworks
• able to work collaboratively to ensure team approach to provide best possible solution
• excellent interpersonal and communication skills
• proven track record in working with sophisticated clients and complex investments
• expert in relevant compliance regulations, policies and guidelines
• excellent communicator in English and any other Asian languages including Mandarin to support the regional 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. We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

Your Career Comeback

We are open to applications from career returners. Find out more about our programme on ubs.com/careercomeback.

We would like to remind you that eFinancialCareers is a job board and does not conduct hiring or ask for payment or any financial details as part of the job application process. If you receive any suspicious messages claiming to be from us or a hiring company, we urge you not to click on any links and not to reply to the message itself. Instead, please report the message to our support team at [e-mail]. It is advisable to always verify job offers directly with the hiring company.

Boost your career

Find thousands of job opportunities by signing up to eFinancialCareers today.