Investment Consultant

Do you have the ability to provide holistic investment advice in a portfolio context? Do you have expertise across a range of asset classes and markets? Do you want to maximize the benefits of a global franchise for the good of clients? Do you have proven track record advising clients in advisory portfolios across bespoke instruments?

We are looking for someone like you to
- partner closely with Client Advisers (CAs) to deliver holistic, client-centric investment advice.
- drive portfolio construction and asset allocation by proactively engaging clients with timely portfolio updates, conducting regular reviews, and aligning portfolios with Chief Investment Office (CIO) views while considering clients’ risk profiles and investment preferences.
- ensure adherence to investment suitability requirements prior to recommendations, execute trades in a timely and accurate manner, and provide ongoing post-trade portfolio monitoring.
- collaborate with the CIO and investment product teams to deliver UBS’s full suite of investment products and trading capabilities to clients.
- contribute to product idea generation and solution development by participating in internal discussions, sharing investment ideas, and enhancing market knowledge and product-pitching capabilities.
- mentor and support junior consultants, fostering a culture of continuous learning, professional development, and knowledge sharing within the team.

Your team

You will be working as part of Wealth Management APAC in Advisory & Sales as an Investment Consultant based in Singapore. The Investment Consultant team is a multi-asset, sales and advisory team. The team is responsible for bringing CIO-aligned investment solutions in a timely manner to clients. We are a dynamic team and enjoy working to provide best-in-class solutions for our clients.

Your expertise

- at least 10 to 15 years of experience in portfolio management, investment management, sales and trading
- advanced degree in the area of finance. CFA certification is a plus
- specialization in at least one asset class or product type, such as Equity, Fixed Income, Foreign Exchange, Structured Products / Derivatives and Alternatives
- possess a strong drive, initiative, adaptable and be able to work independently in a stressful and demanding environment.
- proven presentation skills in front of clients and Client Advisers, and strong understanding of the needs and sensitivities of clients. ( Family offices or Ultra(HNW))
- sales and service oriented with excellent communication skill
- fluent in English and business Mandarin to service the Greater China clients
- perseverance and drive are key attributes to be successful in the role. This is a demanding role due to the complexity and high volume of the business.
- 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.

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.

How we hire

We may request you to complete one or more assessments during the application process. Learn more