Relationship Management / Client Service Advisory
English
**We Offer**
You will assist clients by providing investment advisory services, including trading interaction, trade ideas, performance reports and portfolio advisory. The scope of the position also includes product analysis and design, and optimization of general processes.
Your future colleagues
The CSCIL Cross-Asset Solutions team has three main pillars, which are (i) advisory to LatAm clients, including in connection with their investments in onshore and offshore markets; (ii) process optimization to capitalize and better allocate resources throughout the client base, increase the effectiveness of campaigns and find clients interested in large bespoke trades; (iii) product specialists who support colleagues on the CSCIL team and the Global Investment Advisors team.
The team is focused on delivering excellence to clients through strong commitment to and partner-ship with clients and internal stakeholders.
- You Offer
Acting as a product specialist, you will assist in the advisory process by providing analysis of specific portfolios and overall client base exposures, in reliance on the following qualifications:
- Undergraduate degree in engineering or economics
- Analytical thought, with logical and mathematical abilities
- Good communication skills
- Ownership mindset and accountability of own work - resilience and dedication combined with capability to adapt in a fast-paced environment
- Fluency in English
- Investment certifications (desirable): CEA (Anbima), CGA (Anbima), CFA
Knowledge of corporate finance, derivatives, statistics, and financial products (desirable)
Your certifications
- CGA
- CEA
- CFA Charterholder
Your new employer
Credit Suisse Group AG has been acquired by UBS Group AG. Credit Suisse continues its business activities as a subsidiary company of UBS Group AG, including selective hiring for experienced professionals.
UBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?
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.