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Investment Consultant
role at
UBS
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Investment Consultant
role at
UBS
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Job Reference #
BR
Job Type
Full Time
Your role
Do you have the ability to provide holistic investment advice in Capital Markets?
Do you have expertise across a range of asset classes and markets?
Do you want to maximize the benefits of a global franchise for the good of clients?
Do you have proven track record advising clients in advisory portfolios across bespoke instruments?
We are looking for Investment Consultants to:
partner the Client Advisers to provide holistic and bespoke investment solutions on Capital Market products to priority clients
collaborate with our Chief Investment Office (CIO) and other investment advisory teams to pitch UBS' entire investment and trading capabilities
participate in client meetings in Singapore and on business trips regarding acquisition, review and retention of clients
Your team
You will be working as part of Wealth Management APAC in Advisory & Sales as an Investment Consultant based in Singapore.
The Investment Consultant team is responsible to activate our larger clients by bringing them timely asset class targeted solutions.
This equates to a co-coverage model between a Client Adviser and an Investment Consultant.
The Investment Consultant will support the Client Adviser to ensure that UBS’ entire investment and trading capabilities are systematically provided to these priority clients.
We are a dynamic, open minded and active team that enjoys working to provide best in class solutions for our clients.
Your expertise
At least 5 years of experience in sales, marketing or trading of Capital Markets services
Specialization in at least one asset class or product type, such as Equity, Fixed Income, Foreign Exchange, Structured Products, or Derivatives
Possess a strong drive, initiative, adaptable and be able to work independently in a stressful and demanding environment
Proven presentation skills in front of clients and Client Advisers, and strong understanding of the needs and sensitivities of clients (private individuals and families)
Sales and service oriented with excellent communication skills
An advanced degree in the area of finance.
CFA certification is a plus
Fluent in English and business Mandarin, while other languages are a plus
About Us
UBS is the world’s largest and the only truly global wealth manager.
We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank.
Our global reach and the breadth of our expertise set us apart from our competitors.
We have a presence in all major financial centers in more than 50 countries.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success.
We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible.
Our inclusive culture brings out the best in our employees, wherever they are on their career journey.
We also recognize that great work is never done alone.
That’s why collaboration is at the heart of everything we do.
Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
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.
Seniority level
Seniority level Not Applicable
Employment type
Employment type Full-time
Job function
Industries Banking, Financial Services, and Investment Banking
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