Investment Consultant

About the role

UBS is seeking an experienced Investment Consultant to join its Wealth Management APAC Advisory & Sales team in Singapore. You will work closely with Client Advisers to deliver holistic, client‑centric investment advice and help construct and manage multi‑asset portfolios aligned with the Chief Investment Office’s views.

Key responsibilities

• Partner with Client Advisers to provide comprehensive investment advice.
• Drive portfolio construction and asset allocation, delivering timely updates and regular reviews.
• Ensure investment suitability, execute trades accurately, and monitor post‑trade performance.
• Collaborate with the CIO and product teams to offer UBS’s full suite of investment products.
• Contribute to product idea generation and market knowledge sharing.
• Mentor junior consultants and foster a culture of continuous learning.

Required profile

• Minimum 10 years of experience in portfolio management, investment management, or sales & trading across at least one asset class (e.g., Equity, Fixed Income, FX, Structured Products, Alternatives).
• Strong presentation skills and ability to engage family offices or ultra‑high‑net‑worth clients.
• Advanced finance degree; CFA certification is a plus.
• Fluent in English and business Mandarin; additional languages are a plus.
• High drive, adaptability, and ability to work independently in a demanding environment.

Required skills

What we offer

• Opportunity to work within a global franchise and a dynamic multi‑asset team.
• Exposure to a broad range of investment products and cutting‑edge market insights.
• Professional development and mentorship opportunities.