Client Account Manager

hace 2 semanas

Montevideo, Montevideo, Uruguay UBS A tiempo completo
Uruguay

  • Business management, administration and support
  • Global Wealth Management

Job Reference #

BR

City

  • Montevideo

Job Type

  • Full Time

Your role

  • Are you looking for a new challenge in a fastpaced Wealth Management environment? Do you want to be part of a high performing team?
  • We're looking for a client account manager to:
  • be the direct contact for daily banking activities and administrative work for our clients
- manage daily client transactions and carry out inquiries and troubleshooting
- perform account maintenance tasks and client-related processes; e.g. account opening, initial and recurring KYC and due diligence
- research, follow-up and resolve client inquiries and problems through effective interaction with clients, and internal partners in a timely and professional manner

Your team

  • You will be working with the Wealth Management International Team based in Uruguay, Montevideo. Our team works with highnetworth clients who heed excellent client service. As a client associate, you will play an important role in handling many client facing responsibilities and be in constant communication with our entire team.

Your expertise
- bachelor's degree or equivalent financial qualifications

  • 23 years of professional experience in a similar role
- excellent English level
- good comprehension of financial products and solutions like deposit, banking, brokerage, custody, investment, and credit products
- solid relationship management skills, able to show situational awareness and initiative to self-challenge and/or challenge others

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 parttime, jobsharing and hybrid (office and home) working. Our purposeled 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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