Investment Manager and/or Investment Associate

L-ENERGY CAPITAL PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading global wealth management firm in Singapore is seeking an experienced Investment Consultant to provide bespoke investment solutions and maximize client engagement. The ideal candidate has at least 5 years of Capital Market experience, excellent communication skills, and is proficient in English and business Mandarin. This position offers opportunities for collaboration and professional growth within a dynamic team.

Benefits

Flexible working options

Supportive team environment

Qualifications

• At least 5 years of experience in sales, marketing or trading of Capital Markets services.
• Specialization in at least one asset class or product type.
• Strong drive, initiative, and ability to work independently in a stressful environment.

Responsibilities

• Provide holistic and bespoke investment solutions on Capital Market products.
• Collaborate with the Chief Investment Office and other advisory teams.
• Participate in client meetings and business trips for client retention.

Skills

Sales and service orientation

Communication skills

Presentation skills

Ability to work independently

Fluency in English

Fluency in business Mandarin

Education

Advanced degree in finance

CFA certification

Job description

Your role

Do you have the ability to provide holistic investment advice in Capital Markets? Do you have expertise across a range of asset classes and markets? Do you want to maximize the benefits of a global franchise for the good of clients? Do you have proven track record advising clients in advisory portfolios across bespoke instruments?

We are looking for Investment Consultants to:

• partner the Client Advisers to provide holistic and bespoke investment solutions on Capital Market products to priority clients
• collaborate with our Chief Investment Office (CIO) and other investment advisory teams to pitch UBS\' entire investment and trading capabilities
• participate in client meetings in Singapore and on business trips regarding acquisition, review and retention of clients

Your team

You will be working as part of Wealth Management APAC in Advisory & Sales as an Investment Consultant based in Singapore. The Investment Consultant team is responsible to activate our larger clients by bringing them timely asset class targeted solutions. This equates to a co-coverage model between a Client Adviser and an Investment Consultant. The Investment Consultant will support the Client Adviser to ensure that UBS’ entire investment and trading capabilities are systematically provided to these priority clients. We are a dynamic, open minded and active team that enjoys working to provide best in class solutions for our clients.

Your expertise

• At least 5 years of experience in sales, marketing or trading of Capital Markets services
• Specialization in at least one asset class or product type, such as Equity, Fixed Income, Foreign Exchange, Structured Products, or Derivatives
• Possess a strong drive, initiative, adaptable and be able to work independently in a stressful and demanding environment
• Proven presentation skills in front of clients and Client Advisers, and strong understanding of the needs and sensitivities of clients (private individuals and families)
• Sales and service oriented with excellent communication skills
• An advanced degree in the area of finance. CFA certification is a plus
• Fluent in English and business Mandarin, while other languages are a plus

About us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

We have a presence in all major financial centers in more than 50 countries.

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. 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.

UBS Business Solutions SA
UBS Recruiting

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.