Client Account Manager Wm

hace 2 semanas

Ciudad de México, Ciudad de México UBS A tiempo completo
Mexico

  • Business management, administration and support
  • Global Wealth Management

Job Reference #

BR

City

  • Mexico D.F.

Job Type

  • Full Time

Your role

  • Are you a people person? Do you know how to stay calm under pressure? We are looking for someone who can help us support the front office while servicing clients.
  • The client account manager will:
  • support client advisors, relationship managers and investment advisors
- be the point of entry for processing client orders
- make sure that administrative arrangements and client-related processes are completed
- carry out daily transaction processing and complex troubleshooting
- keep in contact with internal and external clients

Your team

  • You will be working in the Global HNW/UHNW team in Mexico. Our role is to manage, preserve and grow the wealth of our clients. Our teams offer solutions for managing wealth and planning for succession.

Your expertise
- bachelor degree in Finance or similar areas
- local analyst license
- fluent in Spanish and English
- knowledge of banking operations
- experience dealing with private clients and supporting client advisors
- great computer skills and the willingness to learn new programs
- the certification Figura 3 (AMIB) is a plus

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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