Client Account Manager Wm Latam
vor 2 Wochen
Switzerland - Zürich
- Business management, administration and support
- Global Wealth Management
**Job Reference #**
- 275599BR
**City**
- Zürich
**Job Type**
- Full Time
**Your role**
- Are you a people person? Do you know how to stay calm under pressure? Are you a strategic, solution-oriented thinker and problem solver? We are looking for someone who can help us support our sophisticated Clients in LATAM:
- You will:
- process and monitor orders (stock exchange, subscriptions, payments, etc.) as well as daily cash management
- be responsible for all administrative concerns such as complex account openings, maintenance and account closings
- deal with complex client requests in direct client contact
- assist in preparing investment proposals and providing the Investment Advisor with product and market related information
- prepare client meetings and business trips
- attend client meetings together with the Investment Advisor
- keep in contact with internal and external clients
**Your team**
- You will provide efficient support to our Investment Advisors for HNWI, while being part of the Client Service Team LATAM in Zurich. We are a team of Client Account Managers covering various front desks and markets across Latin America in Zurich and Geneva. Our combined efforts help manage, preserve and grow the wealth of our clients, through strong partnership at every stage of their journey.
- 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**
- Proven banking experience, ideally work experience in a similar client-facing role
- profound knowledge of UBS internal tools (CAWB, CBD, Subitop)
- Advanced knowledge of the financial market and corresponding products
- a proper risk behavior with an understanding of the challenging regulatory environment
- excellent organizational and communicational skills
- fluent in Spanish and English (both speaking and writing is a must); knowledge of German is an advantage
- a highly motivated team player with a sense of responsibility and the ability to easily adapt to a challenging environment
- a detail-oriented and reliable person
- highly motivated and a quick learner as well as diligent and discreet
- able to work under pressure and the attitude to do things right the first time
**About us**
- UBS is the world’s largest and 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.
- With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
**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.
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