Relationship Manager Wm Latam

hace 3 semanas


Panama UBS A tiempo completo

Panama
- Client advisory / Relationship management
- Global Wealth Management

**Job Reference #**
- 276935BR

**City**
- Panama City

**Job Type**
- Full Time

**Your role**
- Are you at your best when solving problems for clients and building long-term relationships? Do you have a proven track record in relationship management and selling? We are looking for someone who can help us:
- implement a quantitative prospect development plan with measurable immediate actions in Panama
- grow market network in Panama through own contacts and referrals and mapping new prospects based on solid local knowledge
- provide high-quality investment options for clients in relation to Panamanian fiscal constraints, working closely with team members and specialists from other areas
- make sure clients are managed in a manner that contributes to an effective risk culture within the team

**Your Career Comeback**

**Your team**
- You'll be working in our Wealth Management Advisory Office in Panama. We’re focused on managing, preserving and growing our clients’ wealth, and help our clients plan for and manage succession.
- 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**
- an existing network of promising contacts in Panama
- several years of experience in wealth management covering the Panamanian market
- a proven track record in converting prospects to clients
- expertise with financial products and services relevant to Panama-domiciled clients offered locally and internationally
- a proven record finding solutions for clients and prospective clients in a cross border context
- a degree in Finance and/or Business Administration
- always looking to improve the client experience
- extremely organized, with great planning skills and efficient time management
- an excellent communicator, with great presentation skills
- a perfectionist in everything you do (that includes, of course, documentation)
- fluent in Spanish and English

**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?

**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.



  • Panama Pacifica Continental A tiempo completo

    Our cliente is looking for a **Client Relationship Manager** To Join their Team in **Panama**. The focus of this positions will be to open new businesses with clients. The professional main responsabilities will be to find Business Opportunities and manage the relationship with the Clients **Responsabilities**: - Build relationships with key employees...


  • Panama Pacifica Continental A tiempo completo

    Our cliente is looking for a Client Relationship Manager To Join their Team in Panama. The focus of this positions will be to open new businesses with clients. The professional main responsabilities will be to find Business Opportunities and manage the relationship with the Clients Responsabilities: Build relationships with key employees among customers....


  • Panama Exante A tiempo completo

    About the Role We are expanding our Global Sales Force and looking for an established Senior Relationship Manager in multiple locations across Europe, Africa, LATAM and Asia.The ideal candidate is a highly motivated individual with ambitions for personal success, who enjoys working as a Hunter in a Sales organization, is passionate to offer truly unlimited...

  • Csg Relationship Manager

    hace 2 semanas


    Panama Citi A tiempo completo

    **Responsibilities**: - Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations; - Serves as clients' contact point and is responsible for managing internal departments to address any customer service issues; - Introduces solutions to clients in building and...


  • Panama Exante A tiempo completo

    **About EXANTE** EXANTE is a wealth tech company that provides centralized trading solutions and B2B financial infrastructure that helps create value through technology. Our proprietary trading platform enables direct market access to 1M financial instruments from a single multi-currency account, including stocks, ETFs, bonds, futures, and options. We are...


  • Panama Exante A tiempo completo

    **About EXANTE** EXANTE is a wealth tech company that provides centralized trading solutions and B2B financial infrastructure that helps create value through technology. Our proprietary trading platform enables direct market access to 1M financial instruments from a single multi-currency account, including stocks, ETFs, bonds, futures, and options. We are...

  • Investment Advisor Wm

    hace 1 semana


    Panama UBS A tiempo completo

    Panama - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 277145BR **City** - Panama City **Job Type** - Full Time **Your role** - Are you a dynamic relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you a proven risk manager? -...


  • Panama City EXANTE A tiempo completo

    About the Role We are expanding our Global Sales Force and looking for an established Senior Relationship Manager in multiple locations across Europe, Africa, LATAM and Asia. The ideal candidate is a highly motivated individual with ambitions for personal success, who enjoys working as a Hunter in a Sales organization, is passionate to offer truly...

  • Account Manager

    hace 3 semanas


    Panama Prodapt A tiempo completo

    **Requirements**: relationship management Financial management IT knowledge Job Description: Junior Account manager to help with customer management in Latin America. Financial tracking, document production, client engagement and sales across the entire customer landscape. Will need to be able to deal with Procurement, finance, Internal HR, Internal delivery...


  • Panama Nestle Operational Services Worldwide SA A tiempo completo

    **Functional** **Area**: Information Technology **Division**:Business Services **Position **Summary** The Functional Relationship Manager (FRM) helps business leaders shape their strategies with regards to product adoptions. S/He acts as the single point of focus between an organization’s senior leadership (Function, Market, GMB, CoS, etc.) and multiple...

  • Pricing Manager Latam

    hace 4 semanas


    Panama ABB A tiempo completo

    **Pricing Manager LATAM**: **Take your next career step at ABB with a global team that is energizing the transformation of society and industry to achieve a more productive, sustainable future. At ABB, we have the clear goal of driving diversity and inclusion across all dimensions: gender, LGBTQ+, abilities, ethnicity and generations. Together, we are...

  • Medical Manager Oncology

    hace 3 semanas


    Panama Merck Kgaa, Darmstadt, Germany A tiempo completo

    **The Role**: As the Medical Manager Oncology, you represent the Country Medical Director guaranteeing Medical Governance for all assigned duties and interactions inside and outside the Company and with all related stakeholders. You align with all GMA, MAP and Commercial partners as well as all other business stakeholders to ensure overall medical objectives...


  • Panama Sophos Solutions A tiempo completo

    Solidez financiera, estabilidad laboral, crecimiento profesional y multiculturalidad; somos una empresa con presencia a nível mundial desde Latam USA e india nos especializamos en soluciones de software core banking, socios de Mambu, Oracle, Fiserv, Oracle, Microsoft o AWS; buscamos para nuestro equipo en Panamá Coordinador de Proyectos TI con experiência...

  • Medical Manager Ni

    hace 4 semanas


    Panama Merck A tiempo completo

    **The Role**: Represent the Country Medical Director guaranteeing Medical Governance for all assigned duties and interactions inside and outside the Company and with all related stakeholdersAligns with all GMA, MAP and Commercial partners as well as all other business stakeholders to ensure overall Medical objectives are achieved and aligned with Local,...


  • Panama Merck Kgaa, Darmstadt, Germany A tiempo completo

    **The Role**: As the N&I and Fertility Medical Manager, you represent the Country Medical Director guaranteeing Medical Governance for all assigned duties and interactions inside and outside the Company and with all related stakeholders. You align with all GMA, MAP and Commercial partners as well as all other business stakeholders to ensure overall Medical...

  • Logistics Analyst Ii

    hace 4 semanas


    Panama Caldic LATAM A tiempo completo

    1. Contract negotiation and management ensuring optimal economics within contracted terms. With logistics suppliers (SSL, Trucking, Isotanks, Flexitanks, Railcars, LCL). 2. Reporting of shortages, loss control for supplier claims. 3. Global freight negotiations for containerized transport modes. 4. Control of different transport modes and incoterms...

  • Logistics Analyst Ii

    hace 4 semanas


    Panama Caldic Latam A tiempo completo

    Every day, thousands of people come into contact with a chemical product handled by Caldic. We connect people and solutions, meeting the expectations of our business partners and inspiring innovative solutions that are better for you and the environment. This makes Caldic a company of choice in the specialty chemicals industry, with a presence in 43...

  • Medical Manager Oncology

    hace 3 semanas


    Panama Merck KGaA A tiempo completo

    Aplica tu Magia con nosotros ¿Estás listo para explorar, romper barreras y descubrir mucho más? Sabemos que tienes grandes planes. Nosotros, también, innovar con la ciencia y la tecnologÃa para enriquecer la vida de las personas con las soluciones en Healthcare, Life Science y Electronics apasiona a nuestros colegas en el mundo entero. Juntos,...

  • Latam Codes

    hace 3 semanas


    Panama HILTI A tiempo completo

    **What's the Role?**: Latam Codes & Approvals Manager ensures that all necessary test certificates, product and system approvals are available in order to sell our products to our customers making sure all products meet local & regional regulatory requirements **Who is Hilti?**: Hilti is where innovation is improving productivity, safety and sustainability...

  • Fp&a Latam Analyst

    hace 4 semanas


    Panama Philips A tiempo completo

    **Job Title**: FP&A LATAM Analyst **FP&A Analyst (CG 50)** Proactively supports Latin America Market by delivering actionable and meaningful financial analytics to support the planning and business performance analysis for Market Sellex / Cost of Organization, WoCa, Capex and Cash Flow.. **Your role**: - Analyzing and reporting on Health Systems business...