Panama

Management and Business Support

Global Wealth Management

Your role

Are you passionate about building trusted client relationships while ensuring seamless onboarding and regulatory excellence? Do you thrive in a client-focused environment where attention to detail, due diligence, and exceptional service make a real difference? We are seeking a Client Account Manager to:
• Manage and develop client relationships, ensuring high levels of service, satisfaction, and retention.
• Handle account opening processes, including collection, verification, and maintenance of client documentation.
• Conduct thorough client due diligence (EDD/KYC) reviews in line with regulatory and internal compliance requirements.
• Coordinate with internal stakeholders to resolve client inquiries, support onboarding, and ensure seamless account management.

Job Reference #

341907BR

City

Panama City

Job Type

Full Time

Your team

Join our Wealth Management Private Clients team in Panama, dedicated to delivering exceptional service and tailored financial solutions to high-net-worth individuals and families. You will work closely with relationship managers, compliance, and operations teams to ensure a seamless client onboarding and account management experience. Our collaborative environment offers opportunities to build expertise in private banking, client due diligence, and wealth management operations.

Your expertise

• Minimum 3-5 years of experience in client account management
• Experience in Financial Services
• Account opening
• KYC/EDD due diligence, and financial services operations.

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.