Client Advisor - Global Family & Institutional Wealth

UBS; Singapore; On-site; SGD 80,000 - 140,000; Full time

Benefits offered by this job

Flexible working options

Training and continuous education

Inclusive culture

Job summary

A leading global wealth management firm in Singapore seeks a Client Advisor to establish long-term relationships with UHNW and institutional clients. The ideal candidate has in-depth private banking experience, excellent interpersonal skills, and expertise in compliance regulations. The role involves delivering a comprehensive product suite, ensuring adherence to guidelines, and monitoring client portfolios. Join a team that values personal development and flexible work options while contributing to a culture of inclusivity.

Qualifications

• In-depth knowledge of private banking offerings.
• Experience managing risks while generating revenue.
• Strong grasp of Asia-Pacific financial markets.

Responsibilities

• Establish and grow long-term client relationships.
• Deliver institutional product suite to clients.
• Ensure compliance with guidelines while serving clients.

Skills

Private banking knowledge

Excellent interpersonal skills

Experience with UHNW clients

Team collaboration

Compliance expertise

Job description

Client Advisor - Global Family & Institutional Wealth

3 days ago – Be among the first 25 applicants

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). GFIW is a unique joint‑venture between UBS Investment Bank (IB) and Global Wealth Management that provides 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, Credit), private equity, financing and advisory solutions
• Identify potential GFIW clients and drive the onboarding process
• Coordinate cross‑divisional coverage so that GFIW clients are served by the relevant IB product specialists
• Ensure GFIW compliance guidelines are strictly adhered to when interacting with clients and prospects, 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
• Take tactical and strategic views of clients’ investments and closely monitor portfolio quality
• Exemplify our bank's purpose to "Reimagine the power of investing. Connecting people for a better world."

Job Type
Full Time

Job Reference #
332579BR

City
Singapore

Your team – You’ll be working in the Global Wealth Management team in Singapore. We focus on managing, preserving and growing our clients’ wealth, and helping them plan for and manage succession. Employees receive training and continuous education to promote personal development and serve our clients better.

Your expertise

• In‑depth experience and knowledge of private banking offerings whilst being a strong revenue generator and managing risks
• Familiar with IB offerings and able to lead early‑stage cross‑product pitches, or significant experience dealing with UHNW clients in Asia as a private banker
• Background in corporate or investment banking is advantageous, especially in relationship banking with long‑standing relationships with mid‑ to large‑company owners
• Firm grasp of Asia‑Pacific financial markets and regulatory frameworks
• Works collaboratively to ensure a team approach to providing the best possible solutions
• Excellent interpersonal and communication skills
• Proven track record working with sophisticated clients and complex investments
• Expertise 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, truly global wealth manager and the leading universal bank in Switzerland. We provide diversified asset‑management solutions and focused investment‑banking capabilities, and are present in more than 50 markets worldwide.

Join us – At UBS, our people are the cornerstone of our success. We offer new challenges, supportive teams, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are in their career journey.

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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Seniority level – Not Applicable

Employment type – Full‑time

Job function – Other (Banking, Financial Services, and Investment Banking)