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Your role Are you driven by the desire to deliver exceptional client service? Are you passionate about the Brazilian market?
In your role as Client Advisor Affluent Brazil you are responsible for managing a large portfolio of existing Affluent clients in a complex regulatory environment. You will provide them with the essence of Wealth Management with focus on delegation solutions. You will be part of our motivated and performance-oriented Affluent community and will play an important role in:
retaining and growing your clients
providing them with segment-specific investment advisory, products and service
increasing share of wallet and identifying (U)HNW potential
ensuring clients are managed in an efficient and regulatory compliant way
exploiting the acquisition potential of an existing network of promising contacts in Brazil in an efficient and sustainable manner
Your team You'll be working in the Affluent Brazil team in Zurich. We are a team of nine people and are responsible for delivering high quality investment advice to wealthy individuals in the Brazilian market. Providing an excellent and outstanding client experience is our main goal.
Your experience and skills You have:
experience in dealing with and advising wealthy clients
experience in client advising in retail or private banking
solid knowledge of Wealth Management investment products
excellent communication skills to effectively interact with clients and deal with different personalities
existing network of promising contacts in Brazil
well-structured with an organized and diligent work approach
determined and resilient in order to produce results
highly motivated to work in a sales- and client-oriented function
familiar with processes and procedures in a financial institution
fluent in Portuguese and English
About us Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.
We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?
We're a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now.
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.