Client Advisor - GFIM

Responsibilities

• Establish and grow long-term client relationships with Financial Intermediaries, including External Asset Managers, Multi-Family Offices, and Fund Managers
• Serve as the primary point of contact for Financial Intermediaries, providing tailored investment solutions and daily interaction support
• Ensure seamless execution of all client-related processes and transactions while acting as a trusted advisor
• Collaborate with investment products and solutions teams to deliver customized advice
• Comply with all relevant regulations, policies, and standards to foster a strong risk management culture
• Contribute actively to the achievement of team goals within the Financial Intermediaries business

Requirements

• Minimum 5 years of proven experience in Private Banking as a Client Advisor
• Direct experience working with FIMs, MFOs, Fund Managers, or HNW/UHNW clients
• Strong understanding of the Singapore regulatory framework and financial markets
• Proficiency in both English and Mandarin to support the regional client base
• High level of risk awareness and commitment to quality standards
• Strong entrepreneurial mindset with the ability to build and expand client networks

Preferred Qualifications

• Aptitude for utilizing digitization and technology to drive efficiency in client service
• Proven track record in client advisory and sales within a global wealth management environment

About the Company

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We provide diversified asset management solutions and focused investment banking capabilities, with a presence in more than 50 markets around the globe.