Wm Client Advisor Executive Director

1 semana atrás

Sao Paulo, Brasil UBS Tempo inteiro

Brazil

Client advisory / Relationship management

Global Wealth Management

**Job Reference #**

248095BR

**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 client advisor executive director to:

- manage and develop portfolio of clients in the local and international market, monitoring investment plans and liquidity for cash needs, and building long-term relationships connecting the needs of our clients with the best solutions available in the market
- develop a strategic and tactical development plan, based on understanding of the client’s financial situation, investment objectives and expectations
- grow local market network by referrals and identifying new prospects
- contribute to an effective risk culture by complying with all regulations, policies and standards

**Your Career Comeback**

**Your team**

You’ll be working in the Wealth Management team in Brazil. As a client advisor executive director you'll play an important role in building and maintaining precious relationships with clients located in the country. Our combined efforts help manage, preserve and grow the wealth of our clients, through strong partnership at every stage of their journey.

**Your expertise**
- 5+ years of professional experience successfully advising High Net Worth (HNW) and Ultra High Net Worth (UHNW) customers in the local and international market
- solid experience within wealth management, preferably in a client-facing role
- CEA or equivalent certification is required
- ability to identify customer needs and demands connecting with different areas of the organization and different players in the market, providing a high-quality financial advice to our customers
- expert at building relationships (people want to know you)
- knowledge about financial products, services and regulatory frameworks in the domestic and international market
- excellent communicator in portuguese and english to support local client base

**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?

**Join us**

From gaining new experiences in different roles to acquiring fresh knowledge and skills, at UBS 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.

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