Premium Advisory Specialist

UBS AG

Singapore, Singapore
10 years financial markets experience
Portfolio advisory or sales-trading role
Expertise in at least one asset class
The role involves providing high-quality investment advice on multi-asset-class portfolios directly to Wealth Management and Family Office clients

Job Summary

  • The role involves providing high-quality investment advice on multi-asset-class portfolios directly to Wealth Management and Family Office clients.
  • Candidates must actively manage a client book while maintaining strong engagement to build long-term trusted relationships.
  • The position requires staying ahead of market developments to deliver timely, insightful portfolio updates and actionable recommendations.

Matching Summary

Match Score: 85

The role involves providing high-quality investment advice on multi-asset-class portfolios directly to Wealth Management and Family Office clients.

Skills & Requirements

Must-have

  • 10 years financial markets experience
  • Portfolio advisory or sales-trading role
  • Expertise in at least one asset class
  • Strong interpersonal and communication skills
  • Flawless execution procedures and documentation

Nice-to-have

  • Mandarin language proficiency
  • Experience with North Asian markets
  • People person with strong relationship building
  • Forward-looking investment perspective
  • High standards of ethical behavior

Key Requirements

  • Minimum 10 years financial markets experience
  • Qualifications: MBA, CFA, CAIA, CFP, FRM, or CMT
  • Prior experience in private bank or investment bank
  • Proven understanding of financial instruments and markets

Work Rights

Not specified

Tailored Resume

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