Active Advisor

Singapore, Singapore
10 Jun 2021
24 Jun 2021
Industry Sector
Finance - General
Employment Type
Full Time
Your team
You'll be working in the Advisory and Sales, Active Portfolio Advisory (APA) team in Singapore, as part of the Wealth Management business segment. We're a small team and our role is to manage, preserve and grow the wealth of our clients. Our team offers solutions for managing wealth and planning for succession.

Your expertise
• worked with Ultra High Net Worth (UHNW) or HNW clients, ideally in a portfolio advisory role and ideally within a private bank
• extensive experience managing and advising multi-asset-class client portfolios throughout a cycle
• proven understanding of financial instruments and markets as a whole
• qualifications of MBA, CFA, CAIA, CFP, FRM or CMT.
• ideally strong interpersonal skills (you're a people person)
• strong communication skills or client liaison, particularly with the North Asian markets
• an excellent communicator, able to deliver information convincingly and concisely
• a strong team player with high standards of ethical and professional behavior
• a stickler for flawless execution procedures and documentation
• fluency in Mandarin to service the Greater China clients.

About us
Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?

Join us
We're a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now.

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.

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