Client Associate

Uruguay Business management, administration and support Global Wealth Management

Job Reference #

339890BR

City

Montevideo

Job Type

Full Time

Your role

Are you looking for a new challenge in a fast-paced Wealth Management environment? Do you want to be part of a high performing team?

We’re looking for a client associate to:

• be the direct contact for daily banking activities and administrative work for our clients
• manage daily client transactions and carry out inquiries and troubleshooting
• perform account maintenance tasks and client-related processes, e.g., account opening, initial and recurring KYC, and due diligence
• research, follow-up and resolve client inquiries and problems through effective interaction with clients, and internal partners in a timely and professional manner?

Your team

You will be working with the Wealth Management International Team based in Uruguay, Montevideo. Our team works with high-net-worth clients who heed excellent client service. As a client associate, you will play an important role in handling many client facing responsibilities and be in constant communication with our entire team

Your expertise

• bachelor’s degree or equivalent financial qualifications
• 2-3 years of professional experience in a similar role
• excellent English level
• good comprehension of financial products and solutions like deposit, banking, brokerage, custody, investment, and credit products
• solid relationship management skills, able to show situational awareness and initiative to self-challenge and/or challenge others

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

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.