Active Advisory Client Account Manager

Requisition Number

317909BR

Your role

Are you a people person? Do you want to put your enthusiasm in investment to work? We are looking for someone who can help us to:

• manage a portfolio of HNW/GFO clients domiciled in SEA

• provide proactive strategic and tactical investment advice across all asset classes

• create and implement investment proposals according to the client’s risk profile, objectives and our CIO views

• ensure smooth execution of day-to-day trading activities and client queries

• perform regular portfolio reviews and portfolio health checks

• comply with all regulatory, policy and quality standards, contributing to an effective risk culture

Function Category

Sales and trading

Business Divisions

Global Wealth Management

Job Type

Full Time

Your team

You’ll be supporting Active Advisory team in Singapore focusing on HNW / UHNW / GFO clients. As a junior active advisor, you’ll help to contribute cross-asset investment advice in a portfolio context, perform trade executions and continuously monitor clients' portfolio performance.

Your expertise

• basic experience in wealth management and/or asset management

• experience in delivering investment advice to private clients and/or institutional clients

• background on equities, fixed income and/or alternative investments

• knowledge of local regulatory requirements, with high ethical and professional standards

• follow market developments and understand both current and anticipated trends

• bachelor’s degree or equivalent in finance or a related field, CFA is a plus

• fluent in English, Mandarin or Cantonese to support local client base

About us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..

We have a presence in all major financial centers in more than 50 countries.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Contact Details

UBS Business Solutions SA

UBS Recruiting

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.