Premium Advisory Specialist

Your role :

Are you passionate about financial markets, confident in delivering investment advice and skilled at building trusted client relationships We are looking for someone like this who can:

- provide high quality investment advice on multi-asset-class portfolios directly to our Wealth Management and Family Office clients

- influence and guide client investment decision, ensuring portfolios align with their risk profiles and objectives.

- actively manage a client book, maintaining strong engagement to build strong long-term relationships

- deliver timely, insightful portfolio updates and actionable recommendations and execute on trades within our risk framework

- stay ahead of market developments to maintain a sharp, forward looking investment perspective.

Your team :

You will join the Premium Advisory Specialist team, which sits in the Advisory & Sales group in Singapore, within UBS Wealth Management. We manage advisory mandates entrusted by clients to preserve and grow their wealth.

Your expertise :

- preferably at least 10 years financial markets experience

- worked with clients, ideally in a portfolio advisory and/or sales-trading role within a private bank or investment bank

- proven understanding of financial instruments and markets as a whole, with expertise in at least one asset class

- qualifications of MBA, CFA, CAIA, CFP, FRM or CMT.

- ideally strong interpersonal skills (you're a people person)

- strong communication skills for client liaison, particularly with the North Asian markets

- an excellent communicator, able to deliver information convincingly and concisely

- a strong team player with high standards of ethical and professional behavior

- a stickler for flawless execution procedures and documentation

- Mandarin would be a plus as the role will be required to serve North Asian clients

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