Investment Consultant

2 weeks ago


Singapore UBS AG Full time
About the Role

We are seeking a highly skilled Investment Consultant to join our team at UBS AG. As an Investment Consultant, you will be responsible for providing holistic investment advice to clients and managing their portfolios.

Key Responsibilities
  • Partner with Client Advisers to provide comprehensive investment advice to clients.
  • Drive portfolio allocation and manage account reviews to align client goals with our Chief Investment Office's views, while considering client risk profiles and investment preferences.
  • Collaborate with our Chief Investment Office and other investment product teams to deliver a comprehensive product suite and trading capability to clients.
  • Assist Senior Investment Consultants in portfolio review and proposal decks, provide daily market updates to Client Advisers and Investment Consultants.
  • Attend and prepare internal meeting slides.
About the Team

You will be working as part of our Wealth Management APAC team in Advisory & Sales as an Investment Consultant based in Singapore.

The Investment Consultant team is a multi-asset, sales and advisory team responsible for bringing CIO-aligned investment solutions to clients in a timely manner. We are a dynamic team that enjoys working together to provide best-in-class solutions for our clients.

Requirements
  • 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 able to work independently in a stressful and demanding environment.
  • Proven presentation skills in front of clients and Client Advisers, and a strong understanding of client needs and sensitivities.
  • Sales and service-oriented with excellent communication skills.
  • Advanced degree in finance. CFA certification is a plus.
  • Fluent in English and business Mandarin, while other languages are a plus.
What We Offer

Wealth Management

Derivatives

Investments

Wealth Accumulation

Wealth

Investment Management

Adaptable

Adaptability

Portfolio Management

Advising Clients

Foreign Exchange

Presentation Skills

Fixed Income

Financial Services

Able To Work Independently


  • Investment Consultant

    2 weeks ago


    Singapore UBS AG Full time

    Roles & ResponsibilitiesYour 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...


  • Singapore STAR CAREER CONSULTING PTE. LTD. Full time

    Roles & ResponsibilitiesRole:Become a part of our team and start a fulfilling career where you'll make a real difference in the lives of your clients. We are dedicated to delivering exceptional financial guidance and services, empowering our clients to reach their financial F.R.E.E.D.O.M and ensure a secure future.If you love making a positive impact and...


  • Singapore Hatch Careers Singapore Full time

    Investment Sales Consultant   We're excited to announce openings for the position of Investment Sales Consultant. Our client, a prestigious strategic partner of a leading international bank, seeks dynamic financial professionals - current and former bankers included, who are ready to elevate their careers. This is your chance to make a significant leap...


  • Singapore Asian Infrastructure Investment Bank Full time

    Manager - Investment Solutions The Asian Infrastructure Investment Bank (AIIB) is a multilateral development bank whose mission is Financing Infrastructure for Tomorrow in Asia and beyond-infrastructure with sustainability at its core. We began operations in Beijing in 2016 and have since grown to 109 approved members worldwide. We are capitalized at USD100...


  • Singapore The Advertiser Full time

    Position Overview:We are looking for a results-oriented Investment ManagementConsultant to support our sales team in acquiring new clients andgrowing existing accounts. The key role will be to drive AUM bypromoting our unique investment platforms, building strong clientrelationships and delivering exceptional customer service.Key Responsibilities:- Growth...


  • Singapore STAR CAREER CONSULTING PTE. LTD. Full time

    Job SummaryWe are seeking a highly motivated and experienced Financial Services Professional to join our team at STAR CAREER CONSULTING PTE. LTD. as an Insurance/Investment Consultant. As a key member of our team, you will be responsible for delivering exceptional financial guidance and services to our clients, empowering them to achieve their financial...


  • Singapore FINANCIAL ALLIANCE PTE. LTD. Full time

    Job Title: Investment Executive/Junior AnalystWe are seeking a highly skilled and detail-oriented Investment Executive/Junior Analyst to join our team at Financial Alliance PTE. LTD. This role will be responsible for maintaining reports and data, as well as communicating effectively with business partners and consultants.Key Responsibilities:Maintain various...

  • Investment Manager

    2 weeks ago


    Singapore Selby Jennings Full time

    Key Responsibilities: Conduct thorough financial analysis, market research, and due diligence to identify and evaluate potential investment opportunities. Lead the execution of investment transactions, coordinating with internal teams and external advisors to ensure successful deal closures. Develop and maintain robust financial models to assess the...


  • Singapore TRI-CAP CONSULTING PTE. LTD. Full time

    Job Title: Senior Investment AnalystWe are seeking a highly skilled Senior Investment Analyst to join our team at TRI-CAP CONSULTING PTE. LTD. in Singapore. As a Senior Investment Analyst, you will be responsible for supporting the Fund Manager in the analysis and evaluation of potential investment opportunities in the real estate sector.Key...


  • Singapore SUMMIT PLANNERS CRUSADERS PTE. LTD. Full time

    Roles & ResponsibilitiesWhat do you think about a job that provides you with:• Flexible hours. Have the freedom to plan your own work schedule• Opportunity to engage with different levels of market• Achievable high income goals• For professionals looking for career change and work-life balance, matching salary plus attractive bonuses• Personal...


  • Singapore Selby Jennings Full time

    Key Responsibilities:We are seeking a highly skilled Investment Manager to join our team at Selby Jennings. The successful candidate will be responsible for conducting thorough financial analysis, market research, and due diligence to identify and evaluate potential investment opportunities.Develop and maintain robust financial models to assess the viability...


  • Singapore WilsonHCG Singapore Full time

    Investment Associate (FIG) - Global Investment FundWe are seeking a skilled Investment Associate to join our Financial Services team. As a key member of our team, you will be responsible for managing a significant investment portfolio focused on global trends, including the digitization of commerce and infrastructure. You will invest in companies ranging...


  • Singapore SMTP CONSULT PTE. LTD. Full time

    Investment Research Analyst Job DescriptionSMTP Consult Pte. Ltd. is seeking a skilled Investment Research Analyst to join their family office in Singapore. As an Investment Research Analyst, you will play a crucial role in assisting with investment decision-making by conducting thorough market research, financial analysis, and due diligence.Key...

  • Investment Advisor

    2 weeks ago


    Singapore TALENT SOLUTIONS Full time

    Job Title: Client Sales AssociateAt Talent Solutions, we are seeking a highly skilled Client Sales Associate to join our team. As a Client Sales Associate, you will be responsible for providing exceptional client service and developing strong relationships with our clients.Key Responsibilities:Client Engagement and Needs Assessment:Conduct thorough...


  • Singapore TRI-CAP CONSULTING PTE. LTD. Full time

    Job SummaryWe are seeking a highly experienced and skilled Senior Investment Manager to join our team at TRI-CAP CONSULTING PTE. LTD. as a key member of our investment team. The successful candidate will be responsible for formulating and executing investment strategies, identifying and evaluating investment opportunities, and leading deal negotiations.Key...

  • Investment Advisor

    1 day ago


    Singapore TALENT SOLUTIONS Full time

    Job Title: Client Sales AssociateLocation: SingaporeJob Type: Permanent – Full-timeWork Style: Hybrid WorkingAbout the RoleThe Client Sales Associate will play a crucial role in providing specialized investment advice and tailored financial solutions to clients, ensuring they achieve their financial goals through strategic investment planning and portfolio...

  • Investment Analyst

    2 weeks ago


    Singapore RHEA FERTILITY SINGAPORE PTE. LTD. Full time

    Roles & ResponsibilitiesRole Summary: Rhea Fertility, a technology-enabled fertility services buy-and-build platform, is seeking a highly motivated and detail-oriented Investment Analyst to join our dynamic team. Reporting to the Director of Strategic Initiatives, the successful candidate will play a crucial role insupporting the company’s investment...

  • Investment Associate

    3 weeks ago


    Singapore WilsonHCG Singapore Full time

    We are seeking an Investment Associate/Senior Associate to join our Financial Services team. You’ll manage a significant investment portfolio focused on global trends like the digitization of commerce and infrastructure, investing in companies ranging from early-stage innovators to established businesses. Key Responsibilities: Investment Analysis:...


  • Singapore Ethos BeathChapman Full time

    Job Title: Associate, Infrastructure InvestmentsWe are seeking a highly motivated and detail-oriented Associate to join our Infrastructure Investments team. As an Associate, you will play a key role in supporting the investment process, from deal sourcing to execution and portfolio management.Key Responsibilities:Assist in the evaluation and execution of new...

  • Investment Analyst

    1 day ago


    Singapore RHEA FERTILITY SINGAPORE PTE. LTD. Full time

    Investment Analyst Job DescriptionRhea Fertility Singapore Pte. Ltd. is seeking a highly skilled Investment Analyst to join our team. As a key member of our investment team, you will play a crucial role in supporting the company's investment activities through market research, deal sourcing, deal execution, portfolio management, and financial planning and...