UBS Financial Services Client Advisor Assistant in Sao Paulo, Brazil

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.

Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us).

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.


  • Graduated

  • Fluent English

Your team:

The term Client Advisor is meant to include related roles, e.g. Investment Advisor, Relationship Manager, WM Business Developer.

Your expertise:

  • 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

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 more than 50 countries. Do you want to be one of us?

Your colleagues:

Job Reference #: 183504BR

Business Divisions: Global Wealth Management

Title: Client Advisor Assistant

City: Sao Paulo

Job Type: Full Time

Country / State: Brazil

Function Category: Client advisory / Relationship management