Relationship Manager WM

Are you at your best when solving problems for clients and building long-term relationships? Do you have a proven track record in relationship management and selling? We are looking for someone who can help us:

• implement a quantitative prospect development plan with measurable immediate actions in Panama, Colombia, or Central America
• grow market network in Panama, Colombia, or Central America through own contacts and referrals and mapping new prospects based on solid local knowledge
• provide high-quality investment options for clients in relation to Panamanian, Colombian, or Central American fiscal constraints, working closely with team members and specialists from other areas
• make sure clients are managed in a manner that contributes to an effective risk culture within the team

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

• an existing network of promising contacts in Panama, Colombia, or Central America
• several years of experience in wealth management covering the Panamanian, Colombian, or Central American market
• a proven track record in converting prospects to clients
• expertise with financial products and services relevant to Panama-, Colombia-, or Central America-domiciled clients offered locally and internationally
• a proven record finding solutions for clients and prospective clients in a cross border context
• a degree in Finance and/or Business Administration
• always looking to improve the client experience
• curiosity 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.
• extremely organized, with great planning skills and efficient time management
• an excellent communicator, with great presentation skills
• a perfectionist in everything you do (that includes, of course, documentation)
• fluent in Spanish and English

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.

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.