Great Wealth Advisor

3 days ago

Singapore UBS Full time

Your role
Are you as passionate and curious about people as you are about financial markets? Are you an innovator who loves to piece together complex puzzles? Are you able to pitch concepts, strategies, and solutions to clients in intuitive manner and using understandable language?
We're looking for a Great Wealth Advisor to:

  • partner with our largest and most complex clients and translate their needs into bespoke multi-dimensional solutions, leveraging all the tools, products and services available across the various divisions and departments of the firm
  • demonstrate that you and your GWA colleagues know what is going on in the world of wealthy families and business owners
  • coordinate input from all relevant stakeholders to storyline and deliver exceptional client proposals and pitches
  • lead client meetings and ensure proper follow-up
    Your team

You'll be working in our Ultra High Net Worth Solutions Group in the Great Wealth Advisory team in Asia and based in Singapore. We work closely with client advisors to deliver holistic and product-neutral advice across all dimensions of wealth and wealth infrastructure. We are a small, global team and work primarily on a project basis with clients across all geographies.
Your expertise

  • degree in Finance or a related topic
  • advanced degree in Finance and/or Economics (e.g, MBA) and/or additional financial certifications (e.g, CFA, CFP, CAIA) would be preferred
  • multiple years of experience in a relevant field (e.g. investment advice, market research, client-facing role)
  • genuine interest in people with a high EQ, strong team player
  • sound knowledge and inherent interest in financial markets and financial market innovation
  • strong analytical, problem-solving and synthesizing skills, you work in a methodical, concise and accurate manner with attention to detail
  • drive to create new compelling content and develop effective storylines suitable for client presentations in PowerPoint
  • strong sense of responsibility, capable of assuming ownership of tasks and providing support to the team across various tasks
  • fluent in English, and preferably additional Asian language(s)
    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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