Premium Advisory Specialist

UBS; Singapore; On-site; SGD 180,000 - 320,000; Full time

Job summary

UBS Wealth Management Singapore seeks a seasoned investment advisor to deliver multi-asset investment guidance to our high net worth clients and Family Office teams.

You will build trusted relationships, manage a growing client book, and provide timely portfolio updates. Fluency in English and Mandarin helps serve North Asian clients. You will operate within our risk framework and leverage AI-enabled insights to optimize workflows.

Qualifications

• MBA/CFA/CAIA/CFP/FRM or CMT qualifications required.
• 10–15 years of financial markets experience.
• Experience in portfolio advisory or sales-trading within a private bank or investment bank.
• Strong English and Mandarin for North Asian clients.

Responsibilities

• Provide high quality investment advice on multi-asset-class portfolios directly to Wealth Management and Family Office clients.
• Influence and guide client investment decisions, ensuring portfolios align with risk profiles and objectives.
• Actively manage a client book, maintaining strong engagement to build long-term relationships.
• Deliver timely portfolio updates and actionable recommendations and execute trades within our risk framework.
• Stay ahead of market developments to maintain a sharp, forward-looking investment perspective.

Skills

Financial markets experience

Client relationship management

Portfolio advisory

Sales trading

English and Mandarin fluency

Education

MBA

CFA

CAIA

CFP

FRM

CMT

Job description

Key Responsibilities

Are you passionate about financial markets, confident in delivering investment advice and skilled at building trusted client relationships? We are looking for someone like this who can:

• provide high quality investment advice on multi-asset-class portfolios directly to our Wealth Management and Family Office clients
• influence and guide client’ investment decision, ensuring portfolios align with their risk profiles and objectives.
• actively manage a client book, maintaining strong engagement to build strong long-term relationships
• deliver timely, insightful portfolio updates and actionable recommendations and execute on trades within our risk framework
• stay ahead of market developments to maintain a sharp, forward looking investment perspective.

Job Type

Full Time

Job Reference #

339445BR

City

Singapore

Key Responsibilities

Are you passionate about financial markets, confident in delivering investment advice and skilled at building trusted client relationships? We are looking for someone like this who can:

• provide high quality investment advice on multi-asset-class portfolios directly to our Wealth Management and Family Office clients
• influence and guide client’ investment decision, ensuring portfolios align with their risk profiles and objectives.
• actively manage a client book, maintaining strong engagement to build strong long-term relationships
• deliver timely, insightful portfolio updates and actionable recommendations and execute on trades within our risk framework
• stay ahead of market developments to maintain a sharp, forward looking investment perspective.

The team

You will join the Premium Advisory Specialist team, which sits in the Advisory & Sales group in Singapore, within UBS Wealth Management. We manage advisory mandates entrusted by clients to preserve and grow their wealth.

Your Skills And Experience

• at least 10 - 15 years of financial markets experience
• worked with clients, ideally in a portfolio advisory and/or sales-trading role within a private bank or investment bank
• proven understanding of financial instruments and markets as a whole, with expertise in at least one asset class
• qualifications of MBA, CFA, CAIA, CFP, FRM or CMT.

– ideally strong interpersonal skills (you’re a people person)

• strong communication skills for client liaison
• an excellent communicator, able to deliver information convincingly and concisely
• a strong team player with high standards of ethical and professional behavior
• a stickler for flawless execution procedures and documentation
• fluent in English and business Mandarin to support the North Asian clients
• 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.

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.

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 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.

Contact Details

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.