Current jobs related to Client Advisor - Singapore - UBS AG

  • Client Advisor

    4 weeks ago


    Singapore STELLARTALENTS ASIA PTE. LTD. Full time

    Roles & ResponsibilitiesAbout the Company:Our client is a leading wealth management and financial advisory firm, dedicated to providing personalized financial solutions to high-net-worth individuals, families, and businesses. They offer a wide range of services including investment management, retirement planning, estate planning, tax optimization, and...

  • Client Advisor

    6 days ago


    Singapore UBS Full time

    Your role Are you a private banker or relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you a proven risk manager? We're looking for a Client Advisor to: • build, establish and grow client relationships including with financial intermediaries (external asset managers)...


  • Singapore ORIGINALS PTE. LTD. Full time

    **ORIGINALS FURNITURE **is a fast growing furniture retailer that prides itself on retailing unique and authentic home furniture and accessories. Products are sourced globally and we have many unique shipments every month. Needless to say, it's an ambitious undertaking, and things around here are fast-paced and fun. Every day is a good mix of friends, as...

  • Client Advisor

    6 days ago


    Singapore UBS Full time

    Your role Are you a strategic, solution-oriented thinker and a problem solving relationship manager? Do you have a proven track record in Family Office, Ultra High Net Worth (UHNW) and Institutional client coverage? We're looking for a private banker (we call them "Client Advisor") to join our Global Family & Institutional Wealth Group (GFIW), a unique...

  • Client Advisor

    4 weeks ago


    Singapore PEOPLEBANK SINGAPORE PTE. LTD. Full time

    Roles & ResponsibilitiesClient Advisor / Senior Client Advisor (Luxury Retail) Permanent role Basic salary + commissions Work location: Taka / MBSThe Client Luxury RetailThe Opportunity Provide excellent and specialized customer service by creating emotionally enriched relationships with clients Develop and nurture meaningful and loyal client...


  • Singapore ORIGINALS PTE. LTD. Full time

    Roles & ResponsibilitiesORIGINALS FURNITURE is a fast growing furniture retailer that prides itself on retailing unique and authentic home furniture and accessories.Products are sourced globally and we have many unique shipments every month. Needless to say, it's an ambitious undertaking, and things around here are fast-paced and fun.Every day is a good mix...


  • Singapore This is an IT support group Full time

    Elevator Pitch:This is an exciting opportunity to work as an International Client Advisor, where you will expand commercial relationships with large global partners.You will own the overall strategy and commercial goals for these partnerships, focusing on developing a pipeline of value-based opportunities and fostering new strategic relationships.The ideal...


  • Singapore Deutsche Bank Full time

    We are seeking an experienced Corporate Client Advisor to join our team at Deutsche Bank. As a key member, you will play a vital role in building and maintaining relationships with our clients.Responsibilities will include collaborating with our GRM and RRM teams to ensure seamless client service. Proactive identification of business opportunities will be...


  • Singapore Jpmorgan Chase Bank, N.a. Full time

    BenefitsAs a Wealth Management, Single Coverage Client Advisor, Vice President at Jpmorgan Chase Bank, N.A., you will enjoy a competitive salary and benefits package, including opportunities for professional growth and development. You will also have access to cutting-edge technology and resources to support your success.


  • Singapore OCBC Bank Full time

    About the Team:We are a dynamic and innovative team of professionals dedicated to delivering exceptional service and driving business growth for our high-net-worth clients. As an FX Advisor/Counsellor, you will be part of a collaborative and supportive team that values knowledge sharing, innovation, and customer satisfaction. Our team members are passionate...


  • Singapore The Bank of East Asia, Limited (BEA) Full time

    Are you looking for a challenging career opportunity as a High Net Worth Client Advisor?The Bank of East Asia, Limited (BEA) is seeking an experienced professional to join our Private Banking team.As a High Net Worth Client Advisor, you will be responsible for managing complex client relationships, providing personalized advice, and conducting thorough...


  • Singapore CGS INTERNATIONAL SECURITIES SINGAPORE PTE. LTD. Full time

    Roles & ResponsibilitiesAbout the companyCGS International Securities Pte. Ltd. (CGS International) is an award-winning and market leading integrated financial services provider, ranked among the top securities houses in Asia.CGS International taps on our wealth of global and ASEAN insights to offer equities trading, leveraged products, wealth management,...

  • Client Care Advisor

    1 week ago


    Singapore Tiffany & Co. Full time

    **Position**: The name Tiffany & Co. instills images of Beauty, Romance and the iconic Blue Box. It is a Symbol of Excellence. Since 1837, the masterpieces of Tiffany & Co. have defined style and celebrated the world’s great love stories. - Join Tiffany & Co. and be part of the largest luxury group in the world - LVMH! - Are you passionate about client...


  • Singapore UNITED OVERSEAS BANK LIMITED Full time

    Roles & ResponsibilitiesYou will be part of a group of highly trained financial professionals. You will be trained in the UOB Privilege Client Engagement Process and be our lead manager in developing and growing our Privilege client relationships. You will be required to provide financial advisory services as well as appropriate financial and investment...


  • Singapore United Overseas Bank Full time

    Senior Client Advisor (International), Private Wealth - Reserve Client Segment Posting Date: 19 Jan 2025 Location: Singapore (City Area), Singapore, SG, 048624 Company: United Overseas Bank Ltd About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and...


  • Singapore United Overseas Bank Full time

    Senior Client Advisor (International), Private Wealth - Reserve Client Segment Posting Date: 17 Feb 2025 Location: Singapore (City Area), Singapore, SG, 048624 Company: United Overseas Bank Ltd About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and...


  • Singapore PRADA SINGAPORE PTE. LTD. Full time

    Roles & ResponsibilitiesJob summary/purposeAs Prada Client Advisor, You guarantee an extraordinary and memorable luxury customer experience, placing the Client above all, discovering their needs and expectations, fostering meaningful relationships, serving as a Brand Ambassador.You convey and promote the Brand philosophy and Values to the final Clients...


  • Singapore MAYBANK SINGAPORE LIMITED Full time

    Roles & ResponsibilitiesAs a Client Advisor in the Private Banking segment, you are responsible for the achievement of financial and non-financial targets (personal and team targets) while ensuring full compliance and minimizing provisions to effectively contribute to the top and bottom line of the business.Responsibilities Achieve consistent growth in...


  • Singapore MAYBANK SINGAPORE LIMITED Full time

    Roles & ResponsibilitiesAs a Client Advisor in the Private Banking segment, you are responsible for the achievement of financial and non-financial targets (personal and team targets) while ensuring full compliance and minimizing provisions to effectively contribute to the top and bottom line of the business.Responsibilities Achieve consistent growth in...


  • Singapore Glory Family Heritage Full time

    Role DescriptionGlory Family Heritage is seeking a highly skilled and experienced Senior Client Advisor to join our team. The successful candidate will be responsible for serving high net worth clients and family office clients, working closely with senior consultants to achieve customer conversion.Main Responsibilities* Provide targeted immigration advice...

Client Advisor

1 month ago


Singapore UBS AG Full time
Roles & Responsibilities

Your role :

Are you a strategic, solution-oriented thinker and a problem solving relationship manager? Do you have a proven track record in Family Office, Ultra High Net Worth (UHNW) and Institutional client coverage?

We’re looking for a private banker (we call them "Client Advisor") to join our Global Family & Institutional Wealth Group (GFIW), a unique joint-venture between UBS Investment Bank (IB) and Global Wealth Management providing a holistic, institutionalized coverage for family offices and corporates. We are looking for someone to:

• build, establish and grow long-term client relationships

• provide trusted advice to clients drawing on expertise from across our global organization

• ensure delivery of the institutional product suite to GFIW clients across capital markets (Equities, FX Rates & Credit), private equity investments, financing and advisory solutions

• identify potential GFIW clients and drive the process to onboard them

• coordinate cross-divisional coverage to ensure GFIW clients are covered by the relevant IB product specialists

• ensure GFIW compliance guidelines are strictly adhered to when interacting with clients and prospects. Comply with all regulations, policies and standards, contributing to an effective risk culture

• be responsible for developing the business plan for GFIW client relationships and delivering planned financial results

• break down barriers and overcome operational bottlenecks to ensure a flawless client experience

• keep accurate and up-to-date KYC records and client investor profiles

• be able to take tactical and strategic views of clients’ investments and closely monitor their portfolio quality

• to exemplify our bank's purpose to "Reimagine the power of investing. Connecting people for a better world."

Your team :

You’ll be working in the Global Wealth Management team in Singapore. We’re focused on managing, preserving and growing our clients’ wealth, and help our clients plan for and manage succession. We provide our employees with training and continuous education to promote personal development and serve our clients better. As a Client Advisor, you’ll play an important role in helping us stay a global leader in wealth management.

Your expertise :

• in-depth experience and knowledge of private banking offerings and a strong revenue generator while observing client suitability and managing risks

• familiar with IB offerings, and ability to lead early stage cross product pitches or have significant experience in dealing with UHNW Clients in Asia as a private banker

• background in corporate or investment banking is advantageous especially as a relationship banker with long-standing relationships with owners of mid to large companies

• firm grasp of Asia Pacific financial markets and regulatory frameworks

• able to work collaboratively to ensure team approach to provide best possible solution

• excellent interpersonal and communication skills

• proven track record in working with sophisticated clients and complex investments

• expert in relevant compliance regulations, policies and guidelines

• excellent communicator in English and any other Asian languages including Mandarin to support the regional client base


Tell employers what skills you have

Wealth Management
Investments
Investment Banking
Wealth
Drawing
Problem Solving
Private Banking
Private Equity
Capital Markets
Compliance
Communication Skills
KYC
Personal Development
Equities