
Investment Consultant
2 days ago
Join to apply for the Investment Consultant role at UBS Join to apply for the Investment Consultant role at UBS Get AI-powered advice on this job and more exclusive features. Job Reference #BR Job Type Full Time Your role Do you have the ability to provide holistic investment advice in Capital Markets? 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?We are looking for Investment Consultants to: partner the Client Advisers to provide holistic and bespoke investment solutions on Capital Market products to priority clients collaborate with our Chief Investment Office (CIO) and other investment advisory teams to pitch UBS' entire investment and trading capabilities participate in client meetings in Singapore and on business trips regarding acquisition, review and retention of clients 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 responsible to activate our larger clients by bringing them timely asset class targeted solutions. This equates to a co-coverage model between a Client Adviser and an Investment Consultant. The Investment Consultant will support the Client Adviser to ensure that UBS’ entire investment and trading capabilities are systematically provided to these priority clients. We are a dynamic, open minded and active team that enjoys working to provide best in class solutions for our clients. Your expertise At least 5 years of experience in sales, marketing or trading of Capital Markets services Specialization in at least one asset class or product type, such as Equity, Fixed Income, Foreign Exchange, Structured Products, or Derivatives 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 (private individuals and families)Sales and service oriented with excellent communication skills An 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
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Investment Consultant, International
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Singapore Charles Schwab Full time**Your opportunity**: Charles Schwab Singapore (Schwab) is an affiliate of Charles Schwab & Co., Inc. and is registered with the Monetary Authority of Singapore (“MAS”) to carry out the regulated activities, dealing in securities and futures. We provide service for investors interested in the U.S. market, providing secure, easy-to-use online tools and...