UBS

Client Advisor - Global Family & Institutional Wealth

UBS
Singapore
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Welcome to UBS, a leading global wealth management firm with a rich history of over 150 years. We are currently seeking a highly skilled and experienced Client Advisor to join our Global Family & Institutional Wealth team. In this role, you will have the opportunity to work with some of the most affluent families and institutions around the world, providing them with personalized financial solutions and building long-lasting relationships. We are looking for a driven and passionate individual who is dedicated to delivering exceptional client service and has a deep understanding of the global wealth landscape. If you possess strong communication skills, a strategic mindset, and a proven track record in wealth management, we invite you to apply for this exciting opportunity.

  1. Develop and maintain strong relationships with high net worth individuals, families, and institutions globally.
  2. Provide personalized financial solutions and advice to clients based on their specific needs and goals.
  3. Conduct comprehensive financial analyses and present recommendations to clients.
  4. Stay updated on global wealth management trends and market developments to better serve clients.
  5. Collaborate with other team members to deliver a seamless and integrated client experience.
  6. Act as a trusted advisor to clients, providing them with guidance and support in their financial decision-making.
  7. Continuously monitor and review client portfolios to ensure they align with their objectives and risk tolerance.
  8. Proactively identify opportunities to deepen client relationships and expand business opportunities.
  9. Maintain accurate and up-to-date client records and documentation in accordance with company policies and regulations.
  10. Adhere to all compliance and regulatory requirements while conducting business activities.
  11. Represent the company in a professional and ethical manner at all times.
  12. Participate in training and development programs to enhance skills and knowledge in wealth management.
  13. Meet or exceed individual and team performance goals and targets.
  14. Continuously strive to improve the client experience and provide exceptional service.
  15. Act as a brand ambassador for UBS, promoting our values and culture.
Where is this job?
This job is located at Singapore
Job Qualifications

  • Extensive Knowledge Of Wealth Management: A Client Advisor For Global Family & Institutional Wealth At Ubs Should Possess A Deep Understanding Of Various Wealth Management Strategies, Products, And Services.

  • Strong Financial Acumen: The Ideal Candidate Should Have A Strong Understanding Of Financial Markets, Investment Vehicles, And Risk Management Techniques To Provide Sound Financial Advice To Clients.

  • Proven Track Record Of Client Acquisition And Retention: Ubs Is Looking For A Client Advisor With A Demonstrated Ability To Acquire And Retain High Net Worth Clients, Preferably In The Global Family And Institutional Wealth Segment.

  • Excellent Communication And Relationship Building Skills: As A Client Advisor, The Candidate Should Have Exceptional Communication Skills To Effectively Build And Maintain Relationships With Clients, Colleagues, And Other Stakeholders.

  • Relevant Experience And Qualifications: Ubs Requires A Minimum Of 5-7 Years Of Experience In Wealth Management, Preferably With A Focus On Global Family And Institutional Clients. A Degree In Finance, Economics, Or A Related Field Is Also Preferred.

Required Skills

  • Risk Management

  • Financial Planning

  • Relationship Management

  • Portfolio Management

  • wealth management

  • Asset allocation

  • Retirement planning

  • Estate Planning

  • Tax Planning

  • Investment Strategies

  • Client Advisory

  • Philanth

Soft Skills

  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Client Advisor - Global Family & Institutional Wealth in Singapore is between $85,000 and $120,000, with the median salary being around $100,000. However, the specific salary for this role may vary depending on factors such as experience, qualifications, and the specific company or institution the individual is employed by.

Additional Information
UBS is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 22nd, 2025
Apply BeforeMay 22nd, 2025
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About UBS

UBS is a global firm providing financial services in over 50 countries. The company provides wealth management, asset management, and investment banking services for private, corporate, and institutional clients worldwide.

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