Your role:
Do you have the ability to provide holistic investment advice in a portfolio context? 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?
- Partner Client Advisers to provide holistic advice to clients.
- Drive portfolio allocation and manage account reviews to align client with CIO views while keeping in view of client’s risk profile and investment preference.
- Collaborate with Chief Investment Office (CIO) and other investment product teams to deliver the entire product suite and trading capability of UBS to clients.
- Assist Senior Investment Consultants in portfolio review / proposal decks, provide daily market updates to CAs and IC.
- Attend and prepare internal meeting slides.
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 a multi-asset, sales and advisory team. The team is responsible for bringing CIO-aligned investment solutions in a timely manner to clients. We are a dynamic team and enjoy working to provide best-in-class solutions for our clients.
Your expertise:
- At least 3 years of experience in portfolio management , investment management, sales and trading.
- Specialization in at least one asset class or product type, such as Equity, Fixed Income, Foreign Exchange, Structured Products / Derivatives and Alternatives.
- 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. (Family offices or Ultra(HNW)).
- Sales and service oriented with excellent communication skill.
- Advanced degree in the area of finance. CFA certification is a plus.
- Fluent in English and business Mandarin, while other languages are a plus.
