Relationship Manager Wm Latam

hace 7 meses

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.

  • Relationship Manager

    hace 1 mes

    Panama Sagan A tiempo completo

    Job Title: Relationship ManagerLocation: Remote (EST Time zone)Salary Range: up to 2000 USDWork Schedule: Monday - Friday, 9:00 AM to 5:00 PM (EST)NOTE: INDEPENDENT CONTRACTOR POSITIONCompany Overview:Sagan is an exclusive membership community for top executives, founders, and CEOs seeking to hire and maximize the impact of international talent. We bridge...

  • Director, Latam Experiential

    hace 4 días

    Panama Dell Technologies A tiempo completo

    LATAM Experiential & Relationship Marketing DirectorAssessing market trends, quantifying opportunities, and developing marketing programs, Field Marketing at Dell Technologies is at the forefront of customer engagement. Responsible for a specific location, department or product, our teams drive marcom strategy from making budget recommendations to defining...

  • Client Relationship Manager

    hace 7 meses

    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....

  • Senior Relationship Manager

    hace 6 meses

    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...

  • Senior Relationship Manager

    hace 7 meses

    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...

  • Senior Relationship Manager

    hace 7 meses

    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...

  • Senior Relationship Manager, Panama

    hace 7 meses

    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 7 meses

    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...

  • Functional Relationship Manager

    hace 7 meses

    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...

  • Medical Manager Oncology

    hace 7 meses

    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...

  • Business Analyst Project Manager Ti CRM

    hace 7 meses

    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...

  • N&i and Fertility Medical Manager

    hace 7 meses

    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 7 meses

    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 7 meses

    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...

  • Digital Marketing Manager

    hace 1 mes

    Panama Sagan A tiempo completo

    Job Title: Digital Marketing Manager - LatamLocation: Remote (PST Timezone)Salary Range: up to 2500 USD NOTE: INDEPENDENT CONTRACTOR POSITION Company Overview:Sagan is an exclusive membership community for top executives, founders, and CEOs seeking to hire and maximize the impact of international talent. We bridge the gap between global talent and US-based...

  • Medical Manager Oncology

    hace 7 meses

    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 7 meses

    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...

  • Project Manager I5

    hace 7 meses

    Panama STEFANINI LATAM A tiempo completo

    ¡Sé parte de Stefanini! En Stefanini somos más de 30,000 genios, conectados desde 41 países, co-creando un futuro mejor. ¡Sé nuestro** Proyect Manager!** **Responsabilidades y atribuciones** **Requisitos y calificaciones** **_ Obligatorios:_** - Dominio avanzado tanto del inglés como del español (verbal y escrito). - Tres años o más de...

  • Influencer Marketing Manager Latam

    hace 3 días

    Panama Another Company A tiempo completo

    Why work with us?It is a fantastic opportunity to join the Another Company family and be part of an innovative team that breaks communication schemes. Which are the requirements ?-Demonstrate at least 5 to 8 years of experience developing and implementing Influencer Markerketing strategies for multiple clientes in a communication's agency in LatAm.Present...

  • Solution Assessment Manager- Latam

    hace 7 meses

    Panama Microsoft A tiempo completo

    OverviewThe LATAM Solution Assessment Manager delivers valuable customer insights through supplier-led, Microsoft approved Solution Assessments that use 1st and, where needed, 3rd party discovery and visualized analysis tools to enable customer cloud migrations and modernizations. Applies expertise in cross-segment assessments with focus on Azure and Cloud...