Client Account Manager
hace 4 días
Panama
- Business management, administration and support
- Global Wealth Management
**Job Reference #**
- 275131BR
**City**
- Panama City
**Job Type**
- Full Time
**Your role**
- 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?
- We’re looking for a Client Account Manager to:
- ensure superior client experience through providing excellent administrative and organizational support in all client related processes.
- be the point of contact for optimal support and service delivery in processing client orders and dealing with client queries.
- assist in the handling and resolution of compliance and document related matters.
- prepare client visits and business trips and actively assist in the follow-up action.
- follow and adhere to the UBS code of ethics and the cross-border regulations.
**Your team**
- You will work in the Advisory Office located in Panama. You’ll be working in the WM LatAm team for the Dominican Republic Market. You’ll be part of the client coverage team and closely collaborate with client advisors and investment advisors. 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 or other relevant commercial experience within the financial services industry
- bachelor’s degree or equivalent financial qualifications
- fluent English (writing, speaking, listening)
- basic knowledge of financial products and solutions like deposit, banking, brokerage, custody, investment and credit products
- able to utilize tools and resources to service clients as efficiently as possible
- expertise on handling account opening forms
- sound judgement and problem-solving skills with a proactive style that delivers timely results
**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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