Client Manager Global Wealth Management

1 semana atrás

São Paulo SP, Brasil UBS Tempo inteiro

Brazil
- 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.

  • Client Manager Global Wealth Management

    4 semanas atrás

    São Paulo, São Paulo, Brasil UBS Tempo inteiro

    Brazil- 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...

  • Global Wealth Management

    Há 3 dias

    São Paulo, São Paulo, Brasil UBS Tempo inteiro

    Brazil- Client advisory / Relationship management- Global Wealth Management**Job Reference #**- BR**City**- Sao Paulo**Job Type**- Full Time**Your role**- Are you an analytical thinker? Do you know how to be detail-oriented and want to work in Business Management team?We're looking for an intern to:- support projects across the LatAm Client Management &...

  • Hunter Relationship Manager, Global Bank, Brazil Wealth Management, Sao Paulo

    2 semanas atrás

    São Paulo, São Paulo, Brasil Delta Executive Search Tempo inteiro

    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 of the bankThe ideal candidate must come from a leading...

  • Hunter Relationship Manager, Global Bank, Brazil Wealth Management, Sao Paulo

    3 semanas atrás

    São Paulo, São Paulo, Brasil Delta Executive Search Tempo inteiro

    Hunter 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...

  • Client Repapering

    2 semanas atrás

    São Paulo, Brasil UBS Tempo inteiro

    Brazil - Operations - Global Wealth Management **Job Reference #** - 325730BR **City** - Sao Paulo **Job Type** - Full Time **Your role** - Do you have an operational profile and are you interested in the financial market? We’re looking for an intern to: Perform onboarding activities such as account/relationship, periodic renewals, account closure and...

  • Global Wealth Management Operations Intern

    1 semana atrás

    São Paulo, SP, Brasil UBS Tempo inteiro

    Brazil - Operations - Global Wealth Management **Job Reference #** - 307558BR **City** - Sao Paulo **Job Type** - Full Time **Your role** - Are you an analytical thinker? Do you know how to be detail-oriented and want to work in a Multi-Family Office? We’re looking for an intern to: - assist the input process client’s transaction in our systems -...

  • Wealth Management Intern

    1 semana atrás

    São Paulo, Brasil UBS Tempo inteiro

    Brazil - Management and Business Support - Global Wealth Management **Job Reference #** - 303378BR **City** - Sao Paulo **Job Type** - Part 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...

  • Wealth Management Intern

    2 semanas atrás

    São Paulo, São Paulo, Brasil UBS Tempo inteiro

    Brazil- Business management, administration and support, Client advisory / Relationship management- Global Wealth Management**Job Reference #**- BR**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...

  • Wealth Management Intern

    Há 4 dias

    São Paulo, Brasil UBS Tempo inteiro

    Brazil - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 318795BR **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...

  • Global Wealth Management

    Há 4 dias

    São Paulo, Brasil UBS Tempo inteiro

    Brazil - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 318796BR **City** - Sao Paulo **Job Type** - Full Time **Your role** - Are you an analytical thinker? Do you know how to be detail-oriented and want to work in Business Management team? We’re looking for an intern to: - support projects across the...