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UBS

Investment bank and wealth, asset manager

Client Advisor

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeSingaporeNo salary listedIn-person

About the Job

Requirements

  • Minimum 5 years of proven experience in Private Banking as a Client Advisor dealing with Financial Intermediaries, Multi-Family Offices and Fund Managers, or with high-net-worth or ultra-high-net-worth clients.
  • Strong understanding of the Singapore regulatory framework and financial markets.
  • High level of risk awareness and commitment to quality standards.
  • Ability to build and expand strong client networks.
  • Service-oriented approach.
  • Aptitude for digitization and technology to drive efficiency and innovation in client service.
  • Proficiency in English and Mandarin to support the regional client base.
  • Ability to explore how artificial intelligence can improve workflows while validating outputs and aligning with policies, risk standards, and ethical use.

Responsibilities

  • Establish and grow long-term client relationships with Financial Intermediaries, including External Asset Managers, Multi-Family Offices and Fund Managers.
  • Serve as the primary point of contact for Financial Intermediaries and provide tailored solutions in daily interactions.
  • Ensure seamless execution of client-related processes and transactions, acting as a reliable and trusted advisor.
  • Collaborate with colleagues in investment products and solutions teams to provide trusted advice and customized solutions.
  • Contribute actively to the achievement of team goals.
  • Comply with relevant regulations, policies, and standards, fostering a strong risk management culture.

About the Company

UBS

Investment bank and wealth, asset manager

UBS provides wealth management, asset management, investment banking, and private banking services to private, corporate, institutional, and retail clients worldwide. It offers advisory and investment products for wealth and asset management, as well as lending and banking services in Switzerland. Its investment bank handles advisory, underwriting, and sales and trading across equities, fixed income, rates, and foreign exchange. UBS differentiates itself by delivering a globally integrated suite of financial services across multiple client types and asset classes, combining private banking with large-scale investment banking and asset management to generate fees, interest, and trading income. Its goal is to help clients grow and protect wealth while maintaining diversified, profitable revenue streams.

Company size
10,001+
Company stage
IPO
Headquarters
Zurich, Switzerland
Founded
1998

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