UBS Financial Services Client Advisor for Resident Foreigner Team in Singapore, Singapore
Are you a strategic, solution-oriented thinker? Do you have a proven track record in client advising, with experience in advising foreigners – especially those living in Singapore? We are looking for someone who can help us:
understand each resident foreigner client and establish long-term mutually beneficial relationships with them
select advisory processes and agreements designed to meet our clients’ needs, objectives and expectations
keep accurate, up-to-date client investor profiles
develop a client investment strategy and orchestrate the specialists implementing the strategy,meeting the special needs of the client
create and implement a strategic client book development plan with measurable actions
comply with all regulation, policies and standards, contributing to an effective risk culture
What we offer:
Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.
Take the next step:
Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.
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.
You’ll be part of the newly established Resident Foreigner Team, High Net Worth (HNW) / Ultra High Net Worth (UHNW) segments; working in the Wealth Management business division in Singapore. Our role is to manage, preserve and grow the wealth of our clients. Our teams offer solutions for managing wealth and planning for succession.
Your experience and skills:
proven experience in client advising to foreigners particularly those residing in Singapore
firm grasp of financial markets and regulatory frameworks
an entrepreneurial mindset, negotiation skills and sound understanding of client needs
built a strong network of trustworthy client relationships and have the ability to reach an already established local network in the foreigner/expat community
always looking to improve the client experience
able to carry out complex investment strategies
keen to serve the client through a team approach, drawing upon the know-how of other specialists and senior management
a perfectionist in everything you do (that includes, of course, documentation)
Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.
We are about 60,000 employees in all major financial centers, in almost 900 offices and more than 50 countries. Do you want to be one of us?
Job Reference #: 142701BR
Business Divisions: Wealth Management
Title: Client Advisor for Resident Foreigner Team
Job Type: Full Time
Country / State: Singapore
Function Category: Client advisory / Relationship management