Client Associate
UBS
Client Associate
Uruguay
Business management, administration and support
Global Wealth Management
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
Job Reference #
321530BR
City
Montevideo
Job Type
Full Time
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 the world’s largest and the 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..
We have a presence in all major financial centers in more than 50 countries.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
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?
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.