Know Your Client Advisory Specialist

Are you passionate about building strong relationships with clients and providing them with personalized financial advice? Do you have a keen eye for detail and a deep understanding of the financial industry? If so, we have an exciting opportunity for you to join our team as a Know Your Client Advisory Specialist at UBS. As a key member of our client-facing team, you will play a crucial role in ensuring our clients' needs are met and their financial goals are achieved. We are seeking a highly motivated individual with excellent communication skills, a strong analytical mindset, and a commitment to delivering exceptional client service. Join us and be a part of a dynamic and innovative organization that values diversity and fosters a collaborative, inclusive, and supportive work environment.

1. Develop and maintain strong relationships with clients to understand their financial needs and goals.
2. Provide personalized financial advice and recommendations to clients based on their individual circumstances.
3. Conduct thorough client interviews and gather all necessary information to ensure compliance with internal and external regulations.
4. Utilize strong analytical skills to review and analyze clients' financial portfolios and identify potential risks and opportunities.
5. Collaborate with internal teams to ensure timely and accurate delivery of services to clients.
6. Stay up-to-date with industry trends, regulations, and market changes to provide informed and relevant advice to clients.
7. Maintain accurate and detailed client records and documentation.
8. Proactively identify and resolve any potential issues or concerns with clients' accounts.
9. Continuously assess and improve processes and procedures to enhance the client experience.
10. Uphold the values and reputation of the organization through professional conduct and ethical practices.
11. Act as a key resource and knowledge expert for colleagues and clients on various financial topics.
12. Foster a positive and collaborative work environment by actively participating in team meetings and initiatives.
13. Attend training and development opportunities to enhance skills and knowledge.
14. Adhere to all regulatory and compliance requirements.
15. Provide exceptional client service and exceed expectations to drive client satisfaction and retention.

According to JobzMall, the average salary range for a Know Your Client Advisory Specialist in Singapore is between $60,000 and $100,000 per year. However, salaries can vary depending on factors such as experience, qualifications, and the specific industry or company the individual is working for. Additionally, bonuses and other benefits may also be included in the overall compensation package for this role.

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.