Search Jobs

Search by job, company or skills

Client Advisor

Client Advisor

ubs ag
5-8 Years
SGD 14,000 - 28,000 per month
  • Posted an hour ago
  • Be among the first 10 applicants

Job Description

Key responsibilities :

Are you a private banker or relationship manager who delivers an exceptional client experience Do you have a strong track record in client advisory and sales Are you a proven risk manager

We're looking for a Client Advisor to:

. build, establish and grow client relationships

. provide trusted advice to clients in collaboration with colleagues in 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

The team :

You'll be working in the Global Wealth Management team in Singapore. We're focused on managing, preserving and growing our clients wealth, and help our clients plan for and manage succession. We provide our employees with training and continuous education to better serve our clients and promote personal development. As a client advisor, you'll play an important role in helping us stay a global leader in wealth management.

Your skills and experience :

. proven experience in private banking, relationship management, asset gathering and investments, ideally 5 or more years working in a client-facing role

. Must be familiar with the Singapore regulatory framework

. firm grasp of Asia Pacific financial markets and regulatory frameworks

. ability to build strong client networks, with an entrepreneurial mind-set

. resilient team player and truly service oriented

. aptitude for digitization and technology

. excellent communicator in English. Additional languages including Mandarin, Cantonese are advantageous to support the client base

. 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

More Info

Job Type:
Industry:
Employment Type:

Key Skills

Asia Pacific financial markets

asset gathering

client networks

Singapore regulatory framework

About Company