Senior Multi-Asset Investment Advisor

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

Job summary

UBS AG in Singapore seeks a Premium Advisory Specialist to deliver high-quality investment advice to Wealth Management and Family Office clients, guiding portfolios to align with risk profiles and objectives. You will actively manage a client book, provide timely updates, and execute trades within the firm’s risk framework.

The role requires 10–15 years in financial markets, experience in portfolio advisory or sales-trading, and fluency in English and business Mandarin.

Qualifications

• 10–15 years of experience in financial markets.
• Experience in portfolio advisory or sales-trading within private banks or investment banks.
• Understanding of financial instruments and markets with expertise in at least one asset class.
• MBA, CFA, CAIA, CFP, FRM or CMT qualifications.
• Strong interpersonal and communication skills.
• Fluent in English and business Mandarin.
• Interest in exploring AI to improve workflows with sound judgment and policy alignment.

Responsibilities

• Provide high quality investment advice on multi-asset-class portfolios 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 for long-term relationships.
• Deliver timely portfolio updates and actionable recommendations and execute trades within risk framework.
• Stay ahead of market developments to maintain a sharp, forward-looking investment perspective.

Skills

Client relationship management

Investment advice

Strong communication

Team collaboration

Ethical conduct

English & Mandarin

Education

MBA

CFA

CAIA

CFP

FRM

CMT

Job description

UBS AG in Singapore seeks a Premium Advisory Specialist to deliver high-quality investment advice to Wealth Management and Family Office clients, guiding portfolios to align with risk profiles and objectives. You will actively manage a client book, provide timely updates, and execute trades within the firm’s risk framework.

The role requires 10–15 years in financial markets, experience in portfolio advisory or sales-trading, and fluency in English and business Mandarin.