Senior Investment Consultant — Multi-Asset Wealth Advisory

UBS; Singapore; On-site; SGD 180,000 - 300,000; Full time

Job summary

UBS in Singapore seeks an experienced Investment Consultant to join Wealth Management APAC Advisory & Sales. You will partner with Client Advisers to deliver holistic, multi-asset investment advice and drive portfolio construction aligned with CIO views and client risk profiles.

You will ensure suitability, execute trades promptly, and provide ongoing post-trade monitoring while collaborating with product teams to deliver UBS solutions. Strong Mandarin and English are preferred.

Qualifications

• 10+ years in portfolio/investment management or sales/trading.
• Specialization in at least one asset class or product type.
• Strong client-facing presentation skills.
• Sales and service orientation with excellent communication.
• Fluent English and business Mandarin; other languages a plus.
• Curious about how AI can improve workflows while ensuring policy risk compliance.

Responsibilities

• Partner with Client Advisers to deliver holistic investment advice.
• Drive portfolio construction and asset allocation with CIO views.
• Ensure suitability, execute trades timely, and monitor post-trade portfolios.
• Collaborate with CIO and product teams to deliver UBS investment solutions.
• Participate in idea generation and knowledge sharing within the team.
• Contribute to continuous learning and professional development.

Skills

Portfolio management

Asset class expertise

Client presentation

Sales & service orientation

English & Mandarin

Curiosity about AI

Independent work

Risk policy awareness

Education

Advanced finance degree

CFA certification (plus)

Job description

UBS in Singapore seeks an experienced Investment Consultant to join Wealth Management APAC Advisory & Sales. You will partner with Client Advisers to deliver holistic, multi-asset investment advice and drive portfolio construction aligned with CIO views and client risk profiles.

You will ensure suitability, execute trades promptly, and provide ongoing post-trade monitoring while collaborating with product teams to deliver UBS solutions. Strong Mandarin and English are preferred.