522 Investment Consultant jobs in Singapore

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Investment Consultant
role at
UBS
Join to apply for the
Investment Consultant
role at
UBS
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Job Reference #
319921BR
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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Responsibilities :

1. Conduct thorough financial analyses to assess clients' investment needs and goals.
2. Develop personalized investment strategies based on clients' risk tolerance, financial situation, and objectives.
3. Stay abreast of market trends, economic indicators, and investment opportunities to provide informed recommendations.
4. Execute trades and manage investment portfolios in alignment with clients' objectives and market conditions.
5. Provide ongoing portfolio reviews and performance reports to clients, ensuring transparency and effective communication.
6. Cultivate and maintain strong client relationships through regular meetings, communication, and understanding of their evolving financial circumstances.
7. Collaborate with internal teams to stay updated on financial products, regulatory changes, and industry best practices.
8. Keep accurate records of client interactions and transactions while adhering to compliance and regulatory standards.
9. Actively participate in team meetings, training sessions, and contribute to the overall success of the Singapore branch.

Requirements :

1. Bachelor's degree in Finance, Economics, or related field. Advanced degrees and certifications (e.g., CFA, CFP) are a plus.
2. Proven experience as an Investment Consultant or similar role in the financial industry.
3. In-depth knowledge of financial markets, investment products, and portfolio management.
4. Strong analytical and problem-solving skills with attention to detail.
5. Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.
6. Familiarity with regulatory requirements and compliance standards in Singapore.
7. Proficient in relevant software and tools for financial analysis and portfolio management.
8. Requires a minimum of 10 years of experience in the wealth management industry.
9. Good communication and organization skills, with the ability to interact with senior stakeholders in Taiwan Head Office
10. Must have passed both CACS Paper 1 & Paper 2 examinations

Responsibilities :

• To work closely with wealth advisers on the management of client portfolios
• To formulate investment recommendations which are aligned with client investment objectives as well as the research house-view
• To originate and communicate profitable investment ideas and market updates to various stakeholders
• To create tailored content and presentation material to support the overall wealth advisory business
• Additional/ ad-hoc duties may be assigned when required, including the undertaking of projects related to the overall business unit

Requirements:

• Bachelor's degree holder in a related discipline (accountancy, finance or business administration, or others)
• Strong analytical skills, with a good understanding of financial markets and investments
• Excellent command of both spoken and written English, with strong communication skills.
• Has a passion for investing, and helping others make profitable investments
• Able to multi-task and meet constant deadlines
• Candidates without working experience or have less than 2 years of working experience are welcome to apply

Wealth Management Consultant(Investment)

BENEFITS

• Competitive compensation package(Monthly allowance + Commission + Incentives + Quarterly Bonus + Year End Bonus)
• Various incentive trips
• Build a growing stream of recurring income
• Professional development and Mentorship to break barriers

ROLE

Become a part of our team and start a fulfilling career where you'll make a real difference in the lives of your clients. We are dedicated to delivering exceptional financial guidance and services, empowering our clients to reach their financial goals and ensure a secured future.

If you love making a positive impact and enjoy working in a client-focused environment, this is the opportunity for you.

RESPONSIBILITIES

1. Client acquisition through various prospecting strategies.

2. Review prospective/existing client portfolio.

3. Propose solutions and planning for client investment and insurance needs.

4. Client management and retention.

5. Attend and respond to customer queries professionally.

6. Service and review financial portfolios in maintaining a long-term customer relationship.

REQUIREMENTS

· Diploma or Degree from a recognized institution in any field

· Passionate to make a difference

· Adventurous, driven with entrepreneurial spirit; creative problem solver with an open mind

· Outspoken with excellent communication & interpersonal skills

· Equally motivated by working independently as well as collaborating in a team

We respect your privacy and all communication will be treated with confidentiality.

Please contact us or apply in-confidence to us with you updated MS Word Resume to :

Kelvin (Reg. No. R1872625)

STAR CAREER CONSULTING PTE LTD (EA License: 20C0353)

Wealth Management Consultant(Investment)

BENEFITS

• Competitive compensation package(Monthly allowance + Commission + Incentives + Quarterly Bonus + Year End Bonus)
• Various incentive trips
• Build a growing stream of recurring income
• Professional development and Mentorship to break barriers

ROLE

Become a part of our team and start a fulfilling career where you'll make a real difference in the lives of your clients. We are dedicated to delivering exceptional financial guidance and services, empowering our clients to reach their financial goals and ensure a secured future.

If you love making a positive impact and enjoy working in a client-focused environment, this is the opportunity for you.

RESPONSIBILITIES

1. Client acquisition through various prospecting strategies.

2. Review prospective/existing client portfolio.

3. Propose solutions and planning for client investment and insurance needs.

4. Client management and retention.

5. Attend and respond to customer queries professionally.

6. Service and review financial portfolios in maintaining a long-term customer relationship.

REQUIREMENTS

· Diploma or Degree from a recognized institution in any field

· Passionate to make a difference

· Adventurous, driven with entrepreneurial spirit; creative problem solver with an open mind

· Outspoken with excellent communication & interpersonal skills

· Equally motivated by working independently as well as collaborating in a team

We respect your privacy and all communication will be treated with confidentiality.

Please contact us or apply in-confidence to us with you updated MS Word Resume to : kelvin@starcareerconsulting.com

Kelvin (Reg. No. R1872625)

STAR CAREER CONSULTING PTE LTD (EA License: 20C0353)

Wealth Management Consultant(Investment)

BENEFITS

• Competitive compensation package(Monthly allowance + Commission + Incentives + Quarterly Bonus + Year End Bonus)
• Various incentive trips
• Build a growing stream of recurring income
• Professional development and Mentorship to break barriers

ROLE

Become a part of our team and start a fulfilling career where you'll make a real difference in the lives of your clients. We are dedicated to delivering exceptional financial guidance and services, empowering our clients to reach their financial goals and ensure a secured future.

If you love making a positive impact and enjoy working in a client-focused environment, this is the opportunity for you.

RESPONSIBILITIES

1. Client acquisition through various prospecting strategies.

2. Review prospective/existing client portfolio.

3. Propose solutions and planning for client investment and insurance needs.

4. Client management and retention.

5. Attend and respond to customer queries professionally.

6. Service and review financial portfolios in maintaining a long-term customer relationship.

REQUIREMENTS

· Diploma or Degree from a recognized institution in any field

· Passionate to make a difference

· Adventurous, driven with entrepreneurial spirit; creative problem solver with an open mind

· Outspoken with excellent communication & interpersonal skills

· Equally motivated by working independently as well as collaborating in a team

We respect your privacy and all communication will be treated with confidentiality.

Please contact us or apply in-confidence to us with you updated MS Word Resume to : kelvin@starcareerconsulting.com

Kelvin (Reg. No. R1872625)

STAR CAREER CONSULTING PTE LTD (EA License: 20C0353)

We are seeking motivated and dynamic individuals to join our new business unit. This role is ideal for individuals who are passionate about personal growth through building a career in the finance industry. We are seeking multiple associates for an investment consultant position. The programme is designed to equip candidates to explore opportunities in the financial industry, specialising in investment.

Candidates will undergo a comprehensive skills training programme, where they will receive job-specific training and gain a fundamental understanding of the investment product industry. As part of their career development, they will also be placed on training programmes focused in helping them succeed in this career and towards the managerial path.

Continuous on-the-job training is in place to support you! You will be working with leaders and senior team members to understand client needs, provide support, and contribute to overall client satisfaction and business growth.

Comprehensive and professional training will be provided (24 months)

Responsibilities:

- Acquire clients through guaranteed in-house generative leads and guided leads.

- Prepare comprehensive financial reports tailored for high-net-worth clients.

- Develop and propose customized solutions to meet clients' financial and investment needs.

- Present clients' overall financial portfolios to support long term financial goals planning

- Maintain and review financial portfolios to foster long-term customer relationships.

Job Requirements:

- Qualifications: Applicants must have completed an “A” Level, a Local diploma, or a Bachelor's Degree in any field.

- Skills and Attributes: - Exceptional communication and interpersonal skills.

- Proven ability to engage positively with clients and colleagues.

- Genuine enthusiasm and interest in investment and financial concepts.

- Experience: - Previous experience in banking or the financial sector is advantageous but not mandatory

Perks & Benefits

• Competitive starting salary

• Annual Leave – Leave entitlement to support work-life balance

• Flexible Benefits – A Customizable benefits package to suit individual needs

• Competitive Performance Bonus – Rewarding contributions and achievements

• Professional Development – Opportunities for career growth, training, and career development

• Supportive Work Environment – Collaborative and inclusive culture that values teamwork and innovation

**We regret that only shortlisted candidates will be notified.

Your Profile will be kept in our database for more career opportunities.

We wish you all the best in your job search.

EA personnel: Ong Ping Tiong

EA personnel Reg No: R25127323

EA License No: 24C2562

Join to apply for the
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Analyst/Associate, Singapore
role at
Goldman Sachs
Join to apply for the
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Analyst/Associate, Singapore
role at
Goldman Sachs
Get AI-powered advice on this job and more exclusive features.
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Analyst/Associate, Singapore
Wealth Management
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
Job Description
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Analyst/Associate, Singapore
Wealth Management
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
Private Wealth Management (PWM)
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
Serve as the liaison for clients regarding inquiries and provides team support
Analyze and monitor client portfolios, and assist with other aspects of managing a client relationship
Drive and complete a number of compliance requirements and control related functions
Assist clients with asset transfers
Assist the teams with execution of trades (primarily in FX and Cash deposits)
Handle cash management, foreign exchange transactions, currency hedging and money markets trades
Assist teams in subscribing hedge funds, private equity funds and GSAM funds
Assist on projects related to platform development and other infrastructure issues
Handle margin related requests and queries; liaise with various operations and technology teams for day to day support
Partner with operations on all account opening / maintenance matters, including various remediation efforts.
Basic Qualifications
Bachelor degree
Ability to work in a fast-paced environment within a team-oriented structure
Ability to work and think clearly under pressure
Team player
Excellent analytical, communication, and interpersonal skills
Strong organizational skills and attention to detail
Knowledge of Microsoft Office software (Outlook, Excel and Word)
Mandarin required due to client coverage
SG CACS Paper 1 & 2 (must be obtained within 90 days of employment)
About Goldman Sachs
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more:
The Goldman Sachs Group, Inc., 2025. All rights reserved.
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