Wealth Concierge Case Manager Latam
vor 6 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.
-
Investment Advisor, Wealth, Latam
vor 6 Monaten
Zurich, Schweiz Jigsaw Financial VollzeitA leading European Private Bank with an entrepreneurial culture is looking for a technical relationship manager to own clients in Latin America. The bank continues to enjoy exceptional growth, so this is an opportunity to join a thriving business. Based in Zurich, you will manage and advise Wealth Management clients in Latin America. You will inherit...
-
Investment Advisor, Wealth, Latam
vor 6 Monaten
Zurich, Schweiz BNY Mellon VollzeitNon-disclosed Zurich, SwitzerlandPosted 1 hour ago Permanent ₣150k - ₣200k - A leading European Private Bank with an entrepreneurial culture is looking for a technical relationship manager to own clients in Latin America. The bank continues to enjoy exceptional growth, so this is an opportunity to join a thriving business. Based in Zurich, you will...
-
Investor Relationship Manager
vor 7 Monaten
Zurich, Schweiz WEXECUTIVE VollzeitM- Posted by - Marco Lucchin- Recruiter The company functions as an asset management firm, overseeing the financial assets of entrepreneurs, affluent families, and individuals. Their pool of institutional investors includes pension funds, foundations, family offices, companies, other asset management entities, and private banks. The investment objectives of...
-
Wealth Management Specialist for Latin America
vor 3 Wochen
Zurich, Schweiz eFinancialCareers VollzeitAbout the RoleThis is an exceptional opportunity to join a thriving Wealth Management business in Zurich.As a Wealth Management Specialist for Latin America, you will manage and advise clients across Public and Private Asset classes, ensuring their portfolios achieve optimal returns.You will act as a technical expert on investments, advising and counselling...
-
Wealth Concierge
vor 6 Monaten
Zurich, Schweiz UBS VollzeitSchweiz - Zürich - Business Management, Administration & Support, Kundenberatung / Relationship Management - Global Wealth Management **Automatischer Stellencode** - 288227BR **Stadt** - Zürich **Job-Typ** - Teilzeit **Die Rolle** - Schätzen Sie den Kundenkontakt am Telefon und verfolgen dabei eine höchstmögliche Kundenzufriedenheit? Möchten Sie...
-
Wealth Planner
vor 7 Monaten
Zurich, Schweiz Thomson Consulting AG VollzeitUnsere Auftraggeberin, ist eine führende und erfolgreiche Unternehmung. Wir suchen Kontakt zu einer flexiblen und an selbständiges Arbeiten gewohnte Persönlichkeit. Aufgaben Als Relationship Manager & Wealth Planner sind Sie zuständig für die Beratung und Betreuung der Kinden\*innen in der ganzheitlichen Vermögensplanung und Vermögensorganisation....
-
Relationship Manager
vor 6 Monaten
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 298567BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you a people person? Do you know how to give superior investment advice that grows client wealth? - We’re looking for a Relationship Manager for UHNW Arabian Gulf...
-
Relationship Manager/ Private Wealth Manager De/ch
vor 7 Monaten
Zurich, Schweiz JobHive AG VollzeitWer stellt ein? Für eine Privatbank mit Sitz in Zürich suchen wir einen Relationship Manager/in oder Private Wealth Manager für den Deutschen/ Schweizer Markt! Tasks - Ganzheitliche Betreuung und Beratung von vermögenden Privatkunden, Unternehmern, Stiftungen und semi-institutionellen Kunden - Erschließung marktspezifischer Neukundenpotenziale in der...
-
Product Manager Pillar 1e
vor 6 Monaten
Zurich, Schweiz True Wealth VollzeitTrue Wealth is the Swiss pioneer in online wealth management. Already over 20,000 clients entrust their assets to our investment solution and we are constantly developing our platform to make investing even simpler, transparent and more cost effective. We pass on the advantages of digitalisation to our customers, enabling them to invest, and provide for...
-
Account Manager
vor 6 Monaten
Zurich, Schweiz Evooq Vollzeit**Company Description**: - At Evooq, we are building an ecosystem of solutions that combine data, technology and investment expertise. Finance professionals use our solutions to rapidly identify investment opportunities, make informed decisions and manage the risk and the lifecycle of the investments. Moreover, Evooq is organized through highly autonomous...
-
Intern Wealth Management for Swiss Wealth Manager
vor 6 Monaten
Zurich, Schweiz Marmot Invest AG VollzeitAs an Intern at Marmot, you will have the opportunity to shape a new offering for our clients, working closely with our investment teams to ensure the delivery of best-in-class financial advisory services guided by the principles of Marmot’s investment philosophy. You believe that effective and happy investing can be achieved by reducing costs and risk...
-
Intern Wealth Management for Swiss Wealth Manager
vor 7 Monaten
Zurich, Schweiz Marmot Invest AG VollzeitAs an Intern at Marmot, you will have the opportunity to shape a new offering for our clients, working closely with our investment teams to ensure the delivery of best-in-class financial advisory services guided by the principles of Marmot’s investment philosophy. You believe that effective and happy investing can be achieved by reducing costs and risk...
-
Wealth Manager/in in Private Banking Dach
vor 6 Monaten
Zurich, Schweiz JobHive AG VollzeitWer stellt ein? Für eine ausländische Privatbank mit Sitz in St. Gallen suchen wir eine(n) Vermögensberater/in bzw. Wealth Manager/in für die DACH Region! Aufgaben - Ganzheitliche Vermögensstrukturberatung Ihrer vermögenden Privatkunden und Unternehmer - Daraus resultierend Anlageberatung wie Vermögensverwaltung standardisiert und individuell -...
-
Investment Intern for Swiss Wealth Manager
vor 6 Monaten
Zurich, Schweiz Marmot Invest AG VollzeitJoin our team at Marmot Wealth Management, where we're dedicated to pioneering a new approach in Private Wealth Management services, specially tailored for high net worth individuals and their families. Our mission is to deliver exceptional financial advisory services, underpinned by Marmot’s investment philosophy that champions cost-effective and...
-
Key Account Manager
vor 3 Wochen
Zurich, Schweiz W Executive VollzeitAt W Executive, we are seeking a highly skilled Key Account Manager to join our team of experienced professionals. This role presents an exciting opportunity to work with high-net-worth British clients, providing tailored banking and investment solutions that meet their unique needs and objectives.Job SummaryThis position involves developing and maintaining...
-
Product Manager, Aladdin Wealth Tech, Associate
vor 6 Monaten
Zurich, Schweiz BlackRock VollzeitDescription About this role About this role This product management role will work on Aladdin Wealth Tech’s product capabilities for discretionary portfolio managers (DPM). The individual will help advance our product vision in this area, evolve product/market fit, and drive roadmap planning, development, and delivery. This role will work closely with a...
-
Trust Administrator
vor 6 Monaten
Zurich, Schweiz ITech Consult VollzeitTrust Administrator -Wealth Management/STEP/Viewpoint Role: We are currently seeking a Trust Administrator our client for changing-the-bank and running-the-bank responsibilities. As a Trust Administrator, you will be responsible for managing a portfolio of trusts and ensuring that they comply with both the legal and financial obligations as well as...
-
Product Owner
vor 6 Monaten
Zurich, Schweiz True Wealth VollzeitTrue Wealth is the Swiss pioneer in online wealth management. Already over 20,000 clients entrust their assets to our investment solution and we are constantly developing our platform to make investing even simpler, transparent and more cost effective. We pass on the advantages of digitalisation to our customers, enabling them to invest, and provide for...
-
Client Account Manager in Wealth Planning Wmch
vor 6 Monaten
Zurich, Schweiz UBS VollzeitSchweiz - Zürich - Business Management, Administration & Support - Global Wealth Management **Automatischer Stellencode** - 291327BR **Stadt** - Zürich **Job-Typ** - Vollzeit, Teilzeit **Die Rolle** - Sie bringen Erfahrung in der Finanzplanung oder in der Betreuung von Vermögensverwaltungs - und Anlagekunden mit? Kann man mit Ihnen den Ausbau der...
-
Werkstudent Portfoliomanagement
vor 7 Monaten
Zurich, Schweiz DZ PRIVATBANK VollzeitWir sind die genossenschaftliche Privatbank der Volksbanken Raiffeisenbanken und auf die Geschäftsfelder Private Banking, Fondsdienstleistungen und Kredite in allen Währungen spezialisiert. Unser Geschäftsmodell basiert auf der engen Kooperation mit der genossenschaftlichen FinanzGruppe und unserer Standortpräsenz an den internationalen Finanzplätzen...
