Wealth Concierge Case Manager Latam
vor 5 Monaten
Switzerland - Zürich
- Client advisory / Relationship management
- Global Wealth Management
**Job Reference #**
- 289580BR
**City**
- Zürich
**Job Type**
- Full Time
**Your role**
- Are you the kind of person with a can-do spirit, eager to shape a future where your enthusiasm and dedication make a real difference? Are you ready to join us in exceeding expectations and providing top-notch assistance to our clients?
- We’re looking for a Wealth Concierge Case Manager to:
- serve as the primary point of contact for daily banking activities and administrative tasks for our Wealth Management clients
- investigate, address, and resolve client inquiries and issues through effective communication with clients and internal partners in a prompt and professional manner
- manage efficiently day-to-day client transactions, troubleshoot inquiries, and ensure seamless operations
- carry out account maintenance duties and supervise client-related processes such as account openings, closures, and ongoing KYC and due diligence
- keep accurate and up-to-date client documentation related to risk, compliance, and regulations
- identify potential cross-selling opportunities and engage in discussions with client advisors
**Your team**
- You’ll be working in the Wealth Concierge LatAm team based in Zurich. Collaboration is at the heart of what we do, especially when it comes to serving our Wealth Management clients. We work closely with client advisors across the Latin American market, taking responsibility for responding to a variety of clients needs to ensure a smooth and pleasant experience, ultimately freeing up time for the main activities of the advisory teams. You will play an important role in this new key project for our Wealth Management unit and in our delivery of digital client services.
- Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.
**Your expertise**
- ideally some years of work experience in Wealth Management or the banking industry, with a flair for client service
- expert at building relationships (people want to know you) and a true team player
- ability to thrive under pressure while maintaining high attention to detail
- proven track record in cultivating a robust feedback culture while navigating and embracing change
- passion for innovation and devising creative approaches to boost efficiency
- strong computer skills and willingness to learn new programs
- fluency in Spanish, working knowledge of Portuguese, English, and German is advantageous
**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?
**Contact Details**
- UBS Business Solutions SA
- UBS Recruiting
**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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