Client Advisor Curitiba

2 semanas atrás

São Paulo SP, Brasil UBS Tempo inteiro

Brazil
- Client advisory / Relationship management
- Global Wealth Management

**Job Reference #**
- 303544BR

**City**
- Sao Paulo

**Job Type**
- Full Time

**Your role**
- Are you a dynamic relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you a proven risk manager?

We’re looking for a client advisor for our Multi-Family Office business in Curitiba to:

- build, establish and grow client relationships
- provide trusted advice to clients in collaboration with colleagues in investment products and solutions teams
- have a plan to develop the client book with measurable outcomes
- keep accurate and up-to-date records on client investor profiles
- take a strategic view of clients’ investments and closely monitor their portfolio quality
- comply with all regulations, policies and standards to be in line with our risk management culture

**Your Career Comeback**

**Your team**
- You’ll be working in the Multi-Family Office business (UHNW) of UBS in Curitiba. We’re focused on managing, preserving and growing our clients’ wealth, and help our clients plan for and manage succession. As a client advisor, you’ll play an important role in helping us stay a global leader in wealth management

**Your expertise**
- proven experience in relationship management, asset gathering and investments, ideally 10-15 years working in a client-facing role focused on the South of Brazil
- proven relationships and connections in the region
- previous experience/knowledge of Multi Family Office service
- CFP or similar certificate (CFA/CGA)
- firm grasp of the Brazilian financial market and regulatory frameworks
- ability to build strong client networks, with an entrepreneurial mind-set
- resilient team player and truly service oriented
- aptitude for digitization and technology
- excellent communicator in Portuguese and English to support local client base

**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.

**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.

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