Wealth Client Advisor: Private Banking & Growth

UBS

Singapore

On-site

SGD 120,000 - 180,000

Full time

44 hours ago
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Job summary

UBS, a leading global wealth manager, seeks a Client Advisor in Singapore to deliver exceptional client experiences and drive growth in client relationships within the Global Wealth Management team.

You will collaborate with investment products and solutions teams, maintain precise records, and manage portfolios with a strategic view while adhering to regulatory standards and risk controls. This role emphasizes growth, client service, and market insights within Singapore.

Qualifications

  • 5+ years in a client-facing private banking/wealth management role.
  • Familiar with Singapore regulatory framework and market practices.
  • Strong risk management mindset and ability to maintain compliant client portfolios.

Responsibilities

  • build, establish and grow client relationships
  • provide trusted advice to clients in collaboration with investment products and solutions teams
  • have a plan to develop the client book with measurable outcomes
  • keep accurate and up-to-date records on client investor profiles
  • take a strategic view of clients’ investments and closely monitor their portfolio quality
  • comply with all regulations, policies and standards to be in line with our risk management culture

Skills

Private banking
Relationship management
Client advisory

Job description

UBS, a leading global wealth manager, seeks a Client Advisor in Singapore to deliver exceptional client experiences and drive growth in client relationships within the Global Wealth Management team.

You will collaborate with investment products and solutions teams, maintain precise records, and manage portfolios with a strategic view while adhering to regulatory standards and risk controls. This role emphasizes growth, client service, and market insights within Singapore.

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