Client Management

UBS
São Paulo
BRL 60.000 - 100.000
Descrição da oferta de emprego

Job Reference #

311450BR

City

Sao Paulo

Job Type

Full Time

Your role

Are you a communicative person who would like to help us enhance our client experience?

We’re looking for a Client Manager to:

  1. assist client daily requests in an agile and efficient manner
  2. control the repapering process and all documents required for an account operation
  3. coordinate demands between key stakeholders to ensure the quality of client experience
  4. manage clients in a manner that contributes to an effective risk culture on the team

Your team

You’ll be working in the Client Management team in Brazil. As a Client Manager, you'll play an important role in building and maintaining precious relationships with clients located in Brazil. Our combined efforts help manage, preserve, and grow the wealth of our clients through strong partnerships at every stage of their journey.

Your expertise

• CPA-20
• CFP (desirable)
• fluency in English (desirable)
• proactive
• resilient team player and truly service-oriented
• organized with great planning skills and efficient time management

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

We may request you to complete one or more assessments during the application process. Learn more

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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