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  • jobs
  • 1 month ago

jobs description

• Client advisory / Relationship management
• Global Wealth Management

Job Reference #


• 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?
• We're looking for an Investment Advisor for our Panama Advisory Office to:
• create and implement a strategic client book development plan with measurable actions
- grow the book by exploiting share of wallet opportunities, referrals and conversions of prospects
- understand each client and establish long-term client partnerships
- support the Relationship Manager by leveraging the entire bank and proactively promoting multi-shoring services, such as Global Asset Management
- select advisory processes, solutions and agreements designed to meet our clients' needs, objectives and expectations
- keep accurate, up-to-date client documentation including... investor profiles to meet regulatory requirements
- comply with all regulation, policies and standards, contributing to an effective risk culture

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
- proven experience in relationship management, asset gathering and investments, ideally 3 years working in a client-facing role
• CFA, CAIA of advantage
- strong commitment and passion for the Latin American markets, including understanding of social and business culture
- a distinct entrepreneurial mindset, strong negotiation skills and sound understanding of client needs
- firm grasp of global financial markets and regulatory frameworks
- ability to build strong client networks, with an entrepreneurial mind-set
- resilient team player and truly service oriented
- aptitude for digitization and technology
- excellent communication skills in 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 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
Panama City Panama


Apply - Investment Advisor Wm Panama City