Client Account Manager LatAm, Spanish Clients (f/m/d)

☞ UBS

Vue: 183

Jour de mise à jour: 22-10-2024

Localisation: Hamburg

Catégorie: Ventes

Industrie: Finanzen

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le contenu du travail

Germany
Business management, administration and support
Global Wealth Management

Job Reference #

240761BR

City

Hamburg

Job Type

Full Time

Your role

Since the initiation of trade relations in 1826, Hamburg is closely connected to Latin America. As the leading global wealth manager, we aim to further strengthen this partnership and connect the world for the better.
Do you look for a new challenge within the dynamic and fast paced Wealth Management environment? Do you want to be part of a high performing team? Do you have a "can do" mentality and want to be part of our growth story and create impact? Do you want to proactively go the extra mile with us to help our sophisticated international clients? Are you curious, proactive and always striving to bring positive impact to clients?

We are looking for a client account manager to:

  • support client advisors in delivering exceptional client service and experience
  • be point-of-entry contact for processing client orders such as account openings and account maintenance tasks
  • perform administrative tasks related to general client inquiries and investment request
  • keep in touch with clients and collaborate with colleagues to ensure that all client accounts comply with legal, compliance and regulatory requirements
  • manage daily client transactions and carry out inquiries and troubleshooting
  • research, follow-up and resolve client inquiries and problems through effective interaction with internal partners in a timely and professional manner

Your team

You will be working in the Latin America team in Hamburg. We are servicing clients from the CAS (Central, Andean, Southern markets) region as well as from Mexico and Brazil. We’re focused on managing, preserving and growing our clients’ wealth, and help our clients plan for and manage succession. We provide our employees with training and continuous education to better serve our clients and promote personal development. As client account manager you’ll play an important role in our delivery of bespoke client services. Our combined efforts help manage, preserve and grow the wealth of our clients, through strong partnership at every stage of their journey.

Your expertise

  • financial services experience, ideally within a client facing team
  • relevant experience in a similar role supporting client advisors in dealing with sophisticated private clients
  • team player that remains calm while managing conflicting priorities
  • sound judgement and problem-solving skills with a proactive style that delivers timely results
  • confident, motivated and able to adapt to a rapidly changing environment
  • interest in banking regulation and willingness to study and apply day-to-day
  • excellent communication skills
  • fluent in Spanish and English, knowledge of German is an advantage

About us

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That’s what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?

Join us

We’re a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now.

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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Date limite: 06-12-2024

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