Are you a highly analytical and detail-oriented individual with a passion for financial advisory? Are you looking for a role where you can utilize your expertise to help clients achieve their financial goals? Look no further, as UBS is seeking a Know Your Client Advisory Specialist to join our team. As a leading global wealth management firm, we are committed to providing personalized and comprehensive financial solutions to our clients. In this role, you will have the opportunity to work with a diverse group of clients and use your knowledge to ensure compliance with regulatory requirements. We are seeking a highly motivated individual with excellent communication skills and a strong understanding of financial regulations. If you are ready to take on a challenging and rewarding role, we encourage you to apply for this position.
- Conduct thorough and accurate client due diligence to ensure compliance with regulatory requirements.
- Analyze and interpret financial data to provide comprehensive and personalized financial advice to clients.
- Act as a subject matter expert on financial regulations and provide guidance to clients and colleagues.
- Collaborate with internal teams to identify and address potential risks and compliance issues.
- Develop and maintain strong relationships with clients to understand their financial needs and goals.
- Use excellent communication skills to effectively convey complex financial information to clients and colleagues.
- Stay up-to-date on industry trends and changes in financial regulations to ensure compliance.
- Maintain accurate and organized client records and documentation.
- Work with a diverse group of clients and provide tailored financial solutions to meet their individual needs.
- Continuously strive to improve processes and procedures to enhance efficiency and effectiveness in client advisory services.
Strong Knowledge Of Financial Markets And Products: A Know Your Client Advisory Specialist At Ubs Should Possess A Deep Understanding Of Financial Markets And Various Investment Products, Including Equities, Fixed Income, And Alternative Investments.
Excellent Communication And Interpersonal Skills: This Role Involves Interacting With Clients On A Regular Basis, So Strong Communication And Interpersonal Skills Are Essential For Building And Maintaining Relationships With Clients.
Regulatory Compliance Expertise: A Know Your Client Advisory Specialist Must Have A Thorough Understanding Of Regulatory Requirements And Compliance Standards In The Financial Industry, Including Anti-Money Laundering (Aml) And Know Your Customer (Kyc) Regulations.
Analytical And Problem-Solving Abilities: The Ability To Analyze Complex Financial Information And Identify Potential Risks Is Crucial For A Know Your Client Advisory Specialist. This Role Requires A Detail-Oriented Mindset And Strong Problem-Solving Skills.
Relevant Education And Experience: A Bachelor's Degree In Finance, Economics, Or A Related Field Is Typically Required For This Role. Additionally, Previous Experience In A Similar Role Or In The Financial Industry Is Highly Desirable. Candidates With Relevant Certifications, Such As Certified Financial Planner (Cfp) Or Chartered Financial Analyst (Cfa), May Also Be Preferred.
Risk Management
Financial Analysis
Market Research
Relationship Management
Compliance Knowledge
Problem-Solving
wealth management
Asset allocation
Client communication
Investment planning
Client Assessment
Portfolio Review
Communication
Conflict Resolution
Leadership
Time management
creativity
Critical thinking
Attention to detail
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Know Your Client Advisory Specialist in Singapore is between $65,000 to $85,000 per year. However, this can vary depending on factors such as experience, qualifications, and the specific company and industry the individual is working in. Additionally, bonuses and other benefits may also be included in the overall compensation package.
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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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