Active Advisory Client Account Manager

3 days ago

Singapore UBS Financial Services Full time

Are you a people person? Do you want to put your enthusiasm for investment to work? We are looking for someone who can help us to:
Manage a portfolio of HNW/GFO clients domiciled in SEA
Provide proactive strategic and tactical investment advice across all asset classes
Create and implement investment proposals according to the client’s risk profile, objectives, and our CIO views
Ensure smooth execution of day-to-day trading activities and client queries
Perform regular portfolio reviews and health checks
Comply with all regulatory, policy, and quality standards, contributing to an effective risk culture
Your team
You will support the Active Advisory team in Singapore, focusing on HNW / UHNW / GFO clients. As a junior active advisor, you will contribute to cross-asset investment advice in a portfolio context, execute trades, and monitor clients' portfolio performance continuously.
Your expertise
Basic experience in wealth management and/or asset management
Experience in delivering investment advice to private and/or institutional clients
Background in equities, fixed income, and/or alternative investments
Knowledge of local regulatory requirements, with high ethical and professional standards
Ability to follow market developments and understand current and anticipated trends
Bachelor’s degree or equivalent in finance or a related field; CFA qualification is a plus
Fluent in English; proficiency in Mandarin or Cantonese is preferred to support local clients
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

  • Active Advisory Client Account Manager

    14 hours ago

    Singapore UBS Full time

    Overview Join to apply for the Active Advisory Client

  • Lead, Client Advisory

    1 week ago

    Central Singapore HYPERSCAL SOLUTIONS PTE. LTD. Full time

    **Location** - Singapore, Central Singapore**Job Type** - Full Time**Salary** - $4,500 - $6,000 Per Month**Date Posted** - 13 hours agoAdditional Details **Job ID** - 138509**Job Views** - 2Roles & Responsibilities **COMPANY DESCRIPTION** MoneyOwl is a financial adviser and fund management company licensed by the MAS. We aim to empower consumers to live...

  • Accounting Advisory

    3 days ago

    Singapore CFGI Full time

    Join to apply for the Accounting Advisory - Manager role at CFGI 6 days ago Be among the first 25 applicants Join to apply for the Accounting Advisory - Manager role at CFGI Get AI-powered advice on this job and more exclusive features. Manager - Accounting Advisory Managers at CFGI work closely with senior management of large public, mid-cap, and start-up...

  • Accounting Advisory

    4 weeks ago

    Singapore CFGI Full time

    Join to apply for the Accounting Advisory - Senior Manager role at CFGI1 week ago Be among the first 25 applicantsJoin to apply for the Accounting Advisory - Senior Manager role at CFGISenior Manager - Accounting AdvisorySenior Managers at CFGI will work closely with 'C-level' management of large public, mid-cap, and start-up companies. CFGI Senior Managers...

  • Associate, Transaction Advisory

    2 weeks ago

    Singapore RSM CORPORATE ADVISORY PTE. LTD. Full time

    Our Corporate Advisory team offers our clients assistance in the areas of transaction advisory covering financial due diligence, transaction evaluation and feasibility analysis, deal structuring and negotiation, business and assets valuation and divestiture. Responsibilities: As part of the Transaction Advisory team, working closely with Partners, Directors...

  • Accounting Advisory

    3 days ago

    Singapore CFGI Full time

    Join to apply for the Accounting Advisory - Director role at CFGI 5 days ago Be among the first 25 applicants Join to apply for the Accounting Advisory - Director role at CFGI Director – Accounting Advisory Directors at CFGI will work closely with ‘C-level’ management of large public, mid-cap and start-up companies. CFGI Directors lead project teams...

  • Accounting Advisory

    3 days ago

    Singapore CFGI Full time

    Join to apply for the Accounting Advisory - Senior Manager role at CFGI 1 week ago Be among the first 25 applicants Join to apply for the Accounting Advisory - Senior Manager role at CFGI Senior Manager - Accounting AdvisorySenior Managers at CFGI will work closely with ‘C-level’ management of large public, mid-cap, and start-up companies. CFGI...

  • Accounting Advisory

    3 days ago

    Singapore CFGI Full time

    Join to apply for the Accounting Advisory - Senior Manager role at CFGI 1 week ago Be among the first 25 applicants Join to apply for the Accounting Advisory - Senior Manager role at CFGI Senior Manager - Accounting Advisory Senior Managers at CFGI will work closely with ‘C-level’ management of large public, mid-cap, and start-up companies. CFGI...

  • Accounting & Advisory Manager, Outsourcing

    3 days ago

    Singapore Forvis Mazars in Singapore Full time

    Accounting & Advisory Manager, Outsourcing Join to apply for the Accounting & Advisory Manager, Outsourcing role at Forvis Mazars in Singapore This position offers an excellent opportunity for an experienced manager, who is client service focused, to transition to a broader compliance and consultative role supporting international companies. You will also...

  • Accounts Assistant

    1 week ago

    Singapore ACCOUNT-INK PTE. LTD. Full time

    **About Us**: At **Account-Ink Pte Ltd**, we specialize in delivering corporate secretarial, accounting, tax, and advisory services to empower businesses in Singapore. Our mission is to help businesses streamline operations, ensure compliance, and drive growth through innovative solutions. We believe in fostering a collaborative and dynamic work environment...