Social Impact and Philanthropy Advisor
Brazil
Social Impact and Philanthropy Advisor
Brazil
Product Management and Development
Group Functions
Your role
We are seeking a highly skilled and experienced professional to lead Social Impact and Philanthropy initiatives in Brazil, including our new non-profit association “UBS Optimus Brasil”, which is part of the global UBS Optimus Foundation network. In this role, you will be responsible for advising clients on their philanthropy strategy, identify new grantees and partnerships, support on grant management process, while being a close ally to our domestic and offshore businesses on growth planning and approach towards social outcomes and impact..
Your role:
• Translate the global UBS Social Impact and Philanthropy and Optimus Foundation offering into a compelling, locally relevant proposition for Brazilian clients and implement a structured philanthropy advisory process focused on the needs of clients from GWM, IB and AM
• Systematically cultivate a business pipeline (CA/bankers education, client events, social media presence/thought leadership), thereby increasing the number of donors and donations for UBS Optimus Brazil
• Work in partnership with Program Directors of the UBS Optimus Foundation to source prospective new grantees and to support them through grant management
• Leverage knowledge of the main stakeholders in the Brazilian philanthropic landscape to identify and pursue strategic partnerships
• Work with local management to enhance UBS’s profile as the ‘go-to’ bank for philanthropy advisory and execution services
Job Reference #
336497BR
City
Sao Paulo
Job Type
Full Time
Your team
UBS Social Impact and Philanthropy is a global team of experts who bring our clients’ social impact visions to life. With a team of close to 120 around the globe, we support our clients wherever their philanthropic objectives start. UBS Social Impact and Philanthropy is a unique, award-winning offering that partners with clients to maximize their impact locally, nationally and globally. We provide comprehensive advice, insight experiences and execution services, and employ an investment-based approach to deliver solutions to pressing social and environmental issues.
This role operates within a highly matrixed, global organization. The Director does not own client relationships but succeeds through influence, partnership, and credibility—working alongside Relationship Managers, Client Advisors, Investment Banking coverage, Asset Management, and global foundation colleagues.
Your expertise
We are looking for a strong team-player who can succeed in a dynamic, global environment and is capable of working on a broad spectrum of challenges with multiple stakeholders internally and externally. At the same time, the individual should be a self-starter who feels comfortable operating with a high degree of autonomy.
As an experienced professional with proven track record in both business development and philanthropy, you are expected to establish UBS philanthropy capabilities to position our bank as leading provider of philanthropy services in Brazil.
The successful candidate should have:
• Industry experience: deep knowledge of philanthropy combined with extensive experience in working with HNWIs, family offices and institutional clients in how to manage or structure their philanthropic engagements
• A proven track-record in business development (strategy, planning, leadership, stakeholder management & communication)
• Familiarity with a foundation’s grant-making process
• Proven experience in a senior leadership role within the philanthropy sector or a related field
• Strong knowledge of the Brazilian philanthropy landscape and key players
• Demonstrated creativity and strong social and presentation skills
• Flexibility and resilience in stressful situations
• Experience serving on or working with a Board of Directors is highly desirable
• Fluency in Portuguese and English, fluency in Spanish is an additional asset
• you’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use.
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.
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.
Contact Details
UBS Business Solutions SA
UBS Recruiting
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.