UBS Financial Services Client Advisor Assistant in Mexico D.F., Mexico

Your role:

The WM Client Advisor Assistant (CAA) provides efficient support to Client Advisor(s)1 in their daily client business and where applicable have direct client contact.

What we offer:

Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.

Take the next step:

Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.

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.

Your team:

Ensure superior client experience through providing excellent administrative and organizational support in all client related processes.

Be the point of contact for optimal support and service delivery in processing client orders and dealing with client queries.

Assist in the handling and resolution of compliance and document related matters.

Prepare client visits and business trips and actively assist in the follow-up action.

Follow and adhere to the UBS code of ethics and the cross-border regulations.

Key Deliverables

 Client satisfaction and outstanding client experience through

 Delivery of high quality services to client advisors and where applicable respective clients

 Flawless and efficient execution and documentation of clients' and/or Client Advisor's orders

 Active management and prioritization of client queries

 Proactive identification, professional management and efficient resolution of risks and issues

 Continuous process improvement through regular knowledge exchange among CAAs across sectors (sharing lessons learned and best practices)

Your experience and skills:

Client Focus

Work under Pressure

English 100%


About us:

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in almost 900 offices and more than 50 countries. Do you want to be one of us?

Job Reference #: 154708BR

Business Divisions: Wealth Management

Title: Client Advisor Assistant

City: Mexico D.F.

Job Type: Full Time

Country / State: Mexico

Function Category: Business management, administration and support