Brazil

Client advisory / Relationship management

Global Wealth Management

Your role

We’re looking for a senior investment specialist to:

• act as Advisory Specialist for UHNW clients of the Brazil Wealth Management business
• constantly bring expertise and content to clients through regular market updates
• perform strategic client reviews, ensuring follow-ups and implementation of the investment recommendations
• comply with all applicable rules and guidelines, and share best practices with other investment specialists

Job Reference #

339727BR

City

Sao Paulo

Job Type

Full Time

Your Career Comeback

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.

Your team

You’ll be working as part of Wealth Management Latin America. We help high net worth and ultra-high net worth individuals and families meet their financial goals through client advisors and investment specialists who deliver products and services specifically designed for them.

Your expertise

• over 10 years of experience working in wealth management, private banking or asset management
• solid knowledge of financial markets
• excellent communication, with great presentation skills
• skilled at initiating, nurturing and developing strong interpersonal relationships
• fluent in English and portuguese
• CFA certification as a plus

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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.