Client Account Manager for Brazil HNWI LATAM

☞ UBS

View: 146

Update day: 21-03-2024

Location: Zürich Zürich ZH

Category: IT - Hardware / Networking Information Technology

Industry:

Job type: Temps plein, Temps de travail : 90-100%

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Job content

Switzerland - Zürich
Business management, administration and support
Global Wealth Management

Job Reference #

251406BR

City

Zürich

Job Type

Full Time

Your role

Are you a people person? Do you know how to stay calm under pressure?

We are looking for someone who can:

  • support the Relationship Managers and Investment Advisors in their daily client business
  • be the point of entry for processing client orders such as account openings and account maintenance
  • assist in all administrative tasks and organizational matters in relation to client’s general inquires and to their investments and operational aspects
  • carry out daily transaction processing and complex troubleshooting
  • keep in contact with internal and external clients

Your team

You will be working in the Client Service Team LATAM in Zurich. We are a team of Client Account Managers covering various front desks and markets across Latin America. In this position, you will work directly with a team of Client advisors covering the Brazilian Market within the HNWI / UHNW segment.


Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.

Your expertise

  • banking experience (apprenticeship and/ or banking traineeship) or alternatively a degree in this field
  • a detail-oriented and reliable person who has experience in a similar role dealing with sophisticated private clients and supporting client advisors
  • able to work under pressure and the attitude to do things right the first time
  • excellent computer skills, ideally including UBS programs and excel, and willingness to learn new tools and applications
  • the ability to work flexibly, accurately and efficiently as well as strong organization and communication skills
  • a highly motivated team player with a sense of responsibility and the ability to easily adapt to a challenging and international environment
  • fluent in Portuguese (preferably native speaker) and English both speaking and writing; knowledge of German is an advantage

About us

UBS is the world’s largest and 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.

With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

How we hire

This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it’s our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

Contact Details

UBS Business Solutions AG
UBS Recruiting

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.
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Deadline: 05-05-2024

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