at UBS
Bulge Bracket Investment BanksPosted 12 days ago
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**Client Account Manager, Private Client Singapore** — Shepherd client relationships, balancing risk and liquidity management across multi-asset class portfolios. Key responsibilities include identifying and mitigating risks (market, credit, factor, interest rate, inflation, currency), designing liquidity projections and stress testing, managing risk and analytics systems, and conducting scenario analysis and VaR assessments. Collaborate with cross-functional teams to enhance risk reporting platforms and align investment strategies with client risk tolerances. Otherwise, support new client onboarding and industry best practices. This senior role requires demonstrated experience in risk and liquidity management, a strong analytical background, and proficiency in relevant risk systems and tools. Prior experience in wealth management and client-facing roles is crucial.
- Compensation
- Not specified
- City
- Singapore
- Country
- Singapore
Currency: Not specified
Full Job Description
| The Risk and Liquidity Manager is a critical member of the House View and OCIO teams, responsible for overseeing investment risk and liquidity management across diversified, multi-asset class portfolios. The House View portfolios are the core offerings to wealth management clients, while the OCIO portfolios serve a sophisticated institutional client base, including endowments, foundations, retirement plans, and ultra-high-net-worth families. This role supports the firms risk governance framework, delivers actionable insights to portfolio team, and ensures investment strategies align with client objectives and risk tolerances. Lead the identification, measurement, and monitoring of portfolio and aggregate client risk exposures, including market, credit, factor, interest rate, inflation, & currency risks. Design and implement forward-looking liquidity projections and stress testing across portfolios, incorporating both public and private market exposures. Manage selection, implementation, setup and testing of risk and analytics systems Develop and maintain risk analytics, dashboards, and reporting tools for use by House View portfolio managers, OCIO leadership, and client stakeholders. Conduct scenario analysis, value-at-risk (VaR), and tail-risk assessments using internal and third-party risk systems. Monitor redemption terms, lockups, and gating risks of underlying fund investments to ensure alignment with client liquidity needs and spending policies. Create liquidity models based on client/institutional spending needs and portfolio liquidity availability Serve as a subject matter expert in client meetings, delivering tailored risk and liquidity insights and supporting new client onboarding with modeling and analysis. Collaborate with investment and compliance teams to refine risk policies, investment guidelines, and portfolio construction parameters. Prepare and present risk reports to internal investment committees, audit and compliance teams, and client boards as needed Partner with technology, operations, and analytics teams to enhance risk reporting platforms, data pipelines, and ensure data integrity. Stay current on industry best practices, regulatory developments, and emerging risks relevant to institutional portfolios. | Show more Risk and Liquidity Manager Investment Management Team |
