Brazil
- Fund Services
- Group Functions
**Job Reference #**
- BR
**City**
- Sao Paulo
**Job Type**
- Full Time
**Your role**
- Are you curious on learning more about Multi Family Offices? Do you enjoy get in touch with clients?
We are looking for an intern to:
- support to the Onboarding Processes of New Clients and EAMs (KYC, Document analysis) as well as Periodic Reviews of documentation
- execute operational routines that are essential for the relationship with the EAMs, controls and operational limits
- support the RMs relationship with the EAMs on day-to-day activities and portfolio managers on trading
- support Sales and Prospection efforts
**Your team**
- The Fund Solutions team is responsible for the whole commercial relationship with Multi-Family Offices’s (External Asset Managers) clients within UBS Brazil Private Banking. This include all processes from KYC, Onboarding, Sales, Retention and Offboarding of these clients wit...