Great Wealth Advisor

2 weeks ago


Singapore UBS Full time

Singapore
- Business development, Portfolio and fund management
- Global Wealth Management

**Job Reference #**
- 304779BR

**City**
- Singapore

**Job Type**
- 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 Career Comeback**

**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**

**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?

**Contact Details**
- UBS Business Solutions SA
UBS Recruiting

**Disclaimer / Policy statements**
- UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.


  • Client Advisor

    3 days ago


    Singapore Catalyst Wealth Advisory Full time

    We are a team of close-knit financial professionals, comprising former bankers and industry experts. We prioritize building long-term relationships with our clients and aligning work with personal values. To achieve this, the company collaborates with 12 diverse partners, ensuring a comprehensive range of insurance and wealth products for our clients. Role...


  • Singapore beBee Careers Full time

    Wealth Management Advisor About the Role: We are looking for a highly motivated Wealth Management Advisor to join our team. As a Wealth Management Advisor, you will be responsible for providing expert advice to customers on personal banking and financial products and services. You will engage with customers through various touch points, including branch...


  • Singapore Infinity Financial Advisory Pte. Ltd. Full time

    Direct message the job poster from Infinity Financial Advisory Company Description Infinity Financial Advisory aims to build an integrated ecosystem encompassing a full suite of advisory-support capabilities. Dedicated to helping consultants succeed at every career stage, we offer limitless boundaries and absolute impact. Role Description This is a...


  • Singapore beBee Careers Full time

    Wealth Planning SpecialistThis is a rare opportunity to join a leading family office in Asia, supporting their principals in trust and wealth planning matters. As a trusted advisor, you will design and implement bespoke wealth planning solutions across multiple jurisdictions, leveraging your expertise in trust, estate, and succession planning.Key...

  • Wealth Manager

    1 week ago


    Singapore Vastus Wealth Pte Ltd Full time

    As **Wealth Manager **your role is to: - Maintain and manage internal leads/referrals coming from the community - Provide guidance to our community by identifying financial gaps in their current wealth or asset allocation and introducing suitable solutions - Maintain superior relationships by responding timely and accurately with our community to ensure a...

  • Wealth Advisor

    2 weeks ago


    Singapore beBee Careers Full time

    Wealth Advisor">Are you looking for a challenging role that requires expertise in guiding high-net-worth clients and prospective clients in their investment decisions? This is a unique opportunity to join our team and further build our Reserve product. You will report directly to the Head of Reserve to strategize and execute AUM impacting initiatives.


  • Singapore WEALTH ASIA LLP Full time

    **Do you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for you! In this exciting role, you will play a vital role by...

  • Wealth Manager

    1 week ago


    Singapore Vastus Wealth Pte Ltd Full time

    As **Wealth Manager **your role is to:- Maintain and manage internal leads/referrals coming from the community- Provide guidance to our community by identifying financial gaps in their current wealth or asset allocation and introducing suitable solutions- Maintain superior relationships by responding timely and accurately with our community to ensure a...


  • Singapore beBee Careers Full time

    Wealth Management AdvisorThis role offers an exciting opportunity for a Wealth Management Advisor to join our organization. As a Wealth Management Advisor, you will be responsible for providing expert advice and guidance to clients on investment, insurance, and savings products to help them achieve their financial goals.Salary and Benefits:Our compensation...


  • Singapore Planners Inc Full time

    **Planners Inc** is a group of financial consultants representing Great Eastern Financial Advisers. We are looking for a Wealth Management Advisor to join our passionate and ambitious team. We are actively recruiting people who are self-motivated and keen to build your own business, earning based on your hard work. If you are someone who is self-motivated,...