Investment Consultant

4 weeks ago


Singapore UBS Full time
Your role
Do you have the ability to provide holistic investment advice in a portfolio context? Do you have expertise across a range of asset classes and markets? Do you want to maximize the benefits of a global franchise for the good of clients? Do you have proven track record advising clients in advisory portfolios across bespoke instruments?

• partner Client Advisers to provide holistic advice to clients
• drive portfolio allocation and manage account reviews to align client with CIO views while keeping in view of client's risk profile and investment preference.
• collaborate with Chief Investment Office (CIO) and other investment product teams to deliver the entire product suite and trading capability of UBS to clients
• assist Senior Investment Consultants in portfolio review / proposal decks, provide daily market updates to CAs and IC.
• attend and prepare internal meeting slides

Your team
You will be working as part of Wealth Management APAC in Advisory & Sales as an Investment Consultant based in Singapore.
The Investment Consultant team is a multi-asset, sales and advisory team. The team is responsible for bringing CIO-aligned investment solutions in a timely manner to clients. We are a dynamic team and enjoy working to provide best-in-class solutions for our clients.

Your expertise
• at least 3 years of experience in portfolio management , investment management, sales and trading
• specialization in at least one asset class or product type, such as Equity, Fixed Income, Foreign Exchange, Structured Products / Derivatives and Alternatives
• possess a strong drive, initiative, adaptable and be able to work independently in a stressful and demanding environment.
• proven presentation skills in front of clients and Client Advisers, and strong understanding of the needs and sensitivities of clients. (Family offices or Ultra(HNW))
• sales and service oriented with excellent communication skill
• advanced degree in the area of finance. CFA certification is a plus
• fluent in English and business Mandarin, while other languages are a plus

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 embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?

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