Client Advisor Institutional

2 semanas atrás

São Paulo, Brasil UBS Tempo inteiro

Brazil
- Client advisory / Relationship management
- Global Wealth Management

**Job Reference #**
- 311101BR

**City**
- Sao Paulo

**Job Type**
- Full Time

**Your role**
- Do you have experience in the financial market and knowledge in Wealth Management? We're looking for an Institutional Business Developer who will:

- develops and maintains client relationships, delivers superior investment advice, generates sustainable revenues and growth opportunities for the bank and acts as a first line of defense in managing risk.
- create and develop long-term client relationships with potential clients.
- addresses the investment needs of clients by providing suitable solutions with focus on consistently identifying and increasing share of wallet, generating referrals, and proactively generating and developing prospects.
- evaluate the market systematically and act as a catalyst in the development and transformation of existing client relationships by representing the interests of both the client and UBS.

**Your Career Comeback**

**Your team**
- You’ll be working as part of the Institutional Client Advisor team in Wealth Management LatAm. We help high net worth and ultra-high net worth individuals and families meet their financial goals by delivering products and services specifically designed for them. We also manage, develop existing, and acquire client relationships with a high level of complexity and with high quality investment advice to clients.

**Your expertise**
- more than 10 years of experience working in wealth management.
- solid knowledge of financial markets.
- focus on client demands/solutions, teamwork, and collaboration.
- excellent communicator, with great sales skills.
- fluent in English.
- financial certifications: CPA 20 is mandatory, and CFP is desirable.

**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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