Client Advisor - Global Family & Institutional Wealth

Roles & Responsibilities

Your role :

Are you a strategic, solution-oriented thinker and a problem solving relationship manager? Do you have a proven track record in Family Office, Ultra High Net Worth (UHNW) and Institutional client coverage?

We’re looking for a private banker (we call them "Client Advisor") to join our Global Family & Institutional Wealth Group (GFIW), a unique joint-venture between UBS Investment Bank (IB) and Global Wealth Management providing a holistic, institutionalized coverage for family offices and corporates. We are looking for someone to :

• build, establish and grow long-term client relationships
• provide trusted advice to clients drawing on expertise from across our global organization
• ensure delivery of the institutional product suite to GFIW clients across capital markets (Equities, FX Rates & Credit), private equity investments, financing and advisory solutions
• identify potential GFIW clients and drive the process to onboard them
• coordinate cross-divisional coverage to ensure GFIW clients are covered by the relevant IB product specialists
• ensure GFIW compliance guidelines are strictly adhered to when interacting with clients and prospects. Comply with all regulations, policies and standards, contributing to an effective risk culture
• be responsible for developing the business plan for GFIW client relationships and delivering planned financial results
• break down barriers and overcome operational bottlenecks to ensure a flawless client experience
• keep accurate and up-to-date KYC records and client investor profiles
• be able to take tactical and strategic views of clients’ investments and closely monitor their portfolio quality
• to exemplify our bank's purpose to "Reimagine the power of investing. Connecting people for a better world."

Your team :

You’ll be working in the Global Wealth Management team in Singapore. We’re focused on managing, preserving and growing our clients’ wealth, and help our clients plan for and manage succession. We provide our employees with training and continuous education to promote personal development and serve our clients better. As a Client Advisor, you’ll play an important role in helping us stay a global leader in wealth management.

Your expertise :

Tell employers what skills you have

Wealth Management

Investments

Investment Banking

Wealth

Drawing

Problem Solving

Private Banking

Private Equity

Capital Markets

Compliance

Communication Skills

Banking

KYC

Personal Development

Equities