Client Manager Global Wealth Management
1 semana atrás
- Client advisory / Relationship management
- Group Functions
**Job Reference #**
- 305903BR
**City**
- Sao Paulo
**Job Type**
- Full Time
**Your role**
- Are you a communicative person who would like to help us to enhance our client experience?
We're looking for a Client Manager to:
- assist client daily requests in an agile and efficient manner
- control the repapering process and all documents required for an account operation
- coordinate demands between key stakeholders to provide ensure the quality of client experience
- make sure clients are managed in a manner that contributes to an effective risk culture on the team
**Your team**
- You'll be working in the Client Management team in Brazil. As a relationship manager you'll play an important role in building and maintaining precious relationships with clients located in Brazil. Our combined efforts help manage, preserve and grow the wealth of our clients, through strong partnership at every stage of their journey.
**Your expertise**
- CFP (desireble)
- CPA-20
- fluency in English
- proactive
- resilient team player and truly service oriented
- organized with great planning skills and efficient time management
- English and Portuguese skills
- availability to work on-site in Sao Paulo
**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.
**How we hire**
**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?
**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.
-
São Paulo, São Paulo, Brasil Delta Executive Search Tempo inteiroHunter Relationship Manager - Global Bank - Brazil Wealth Management - Sao PauloOur client, a prestigious Global Bank, is seeking an experienced Hunter Relationship Manager to drive client acquisition and portfolio growth from the Brazilian private banking market for the Wealth Management division of the bankThe ideal candidate must come from a leading...
-
Relationship Manager Global Wealth Management
Há 19 horas
São Paulo, São Paulo, Brasil Ubs Tempo inteiroBrazil- Client advisory / Relationship management- Global Wealth Management**Job Reference #** BR**City**- Sao Paulo**Job Type**- Full Time**Your role**- Are you an expert in building client relationships?Do you want to bring your wealth expertise and join us in delivering an exceptional client experience?We're looking for a relationship manager for affluent...
-
Global Wealth Management Intern
4 semanas atrás
São Paulo, São Paulo, Brasil UBS Tempo inteiroBrazil- Client advisory / Relationship management- Global Wealth Management**Job Reference #**- 325629BR**City**- Sao Paulo**Job Type**- Part Time**Your role**- Do you have an eye for details? Are you interested in Wealth Management area? Do you want to develop your organization and problem-solving skills?We're looking for an intern to:- support on daily...
-
São Paulo, São Paulo, Brasil Delta Executive Search Tempo inteiroHunter Relationship Manager - Global Bank - Brazil Wealth Management - Sao PauloOur client, a prestigious Global Bank, is seeking an experienced Hunter Relationship Manager to drive client acquisition and portfolio growth from the Brazilian private banking market for the Wealth Management division of the bankThe ideal candidate must come from a leading...
-
São Paulo, São Paulo, Brasil Delta Executive Search Tempo inteiroHunter Relationship Manager - Global Bank - Brazil Wealth Management - Sao Paulo Our client, a prestigious Global Bank, is seeking an experienced Hunter Relationship Manager to drive client acquisition and portfolio growth from the Brazilian private banking market for the Wealth Management division of the bank The ideal candidate must come from a leading...
-
São Paulo, São Paulo, Brasil Delta Executive Search Tempo inteiroHunter Relationship Manager - Global Bank - Brazil Wealth Management - Sao Paulo Our client, a prestigious Global Bank, is seeking an experienced Hunter Relationship Manager to drive client acquisition and portfolio growth from the Brazilian private banking market for the Wealth Management division of the bank The ideal candidate must come from a...
-
São Paulo, São Paulo, Brasil Delta Executive Search Tempo inteiroGet AI-powered advice on this job and more exclusive features.Hunter Relationship Manager - Global Bank - Brazil Wealth Management - Sao PauloOur client, a prestigious Global Bank, is seeking an experienced Hunter Relationship Manager to drive client acquisition and portfolio growth from the Brazilian private banking market for the Wealth Management division...
-
Global Wealth Management Operations Intern
4 semanas atrás
São Paulo, São Paulo, Brasil UBS Tempo inteiroBrazil- Operations- Global Wealth Management**Job Reference #**- 303373BR**City**- Sao Paulo**Job Type**- Part Time**Your role**- Would you like to help us enhance our client experience, now and for the future? Are you client orientated with high risk awareness?We are looking for an intern to help with the following:- be responsible to input the client's...
-
Temporary - Client Lifecycle Management (Wealth
1 semana atrás
São Paulo, São Paulo, Brasil UBS Tempo inteiroBrazil- Business management, administration and support- Group Functions**Job Reference #**- 294983BR**City**- Sao Paulo**Job Type**- Full Time**Your role**- Are you an analytical person? Would you like to help us enhance our client experience, now and for the future?- We're looking for a analyst to:- You will assist in onboarding and quality assurance...
-
Wealth Management Intern
1 semana atrás
São Paulo, São Paulo, Brasil UBS Tempo inteiroBrazil- Client advisory / Relationship management- Global Wealth Management**Job Reference #**- 320675BR**City**- Sao Paulo**Job Type**- Part Time**Your role**- Are you communicative and want to develop your knowledge about investments in the local and international market? Do you want to work in a Multi-Family Office?We are looking for an intern to:-...
