Senior Wealth Advisor & Client Strategist

UBS AG

Singapore

On-site

SGD 120,000 - 210,000

Full time

3 days ago

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Job summary

UBS AG in Singapore seeks a Client Advisor to deliver an exceptional client experience, drawing on a strong track record in client advisory and risk management. You will build and grow client relationships, and collaborate with investment product teams to offer trusted advice.

You will develop your client book with measurable outcomes, keep precise investor records, monitor portfolio quality, and ensure strict regulatory compliance while acting as a resilient, service-oriented team player in a

Qualifications

Experience in private banking and client advisory (5+ years).
Familiar with Singapore regulatory framework.
Strong knowledge of Asia Pacific markets and regulations.
Ability to build client networks with an entrepreneurial mindset.
Team player with a service orientation and adaptability to digitization.
Excellent English communication; German language is a plus.

Responsibilities

Build, establish and grow client relationships.
Provide trusted advice in collaboration with investment products and solutions teams.
Develop the client book with measurable outcomes.
Maintain accurate and up-to-date records on client investor profiles.
Take a strategic view of clients’ investments and monitor portfolio quality.
Comply with regulations, policies and risk standards.