Key responsibilities
We're looking for CAM (AO) to: 1.
Provide high-quality administrative and organizational support to Client Advisors across daily client account management activities, helping ensure a seamless and outstanding client experience. 2.
Process and document client and Client Advisor orders accurately and efficiently, while actively managing, prioritizing, and resolving client queries. 3.
Support compliance and documentation requirements, including initial and recurring KYC, due diligence, suitability reviews, and the timely resolution of related issues. 4.
Coordinate client meetings, visits, and business travel, prepare the required materials, and monitor follow-up activities through completion. 5.
Collaborate with Client Advisors, Back/Middle Office, and relevant stakeholders to manage operational risks, maintain effective task handovers, and drive continuous process improvement while adhering to the code of ethics and cross-border regulations. The team You'll be working in the Mexico Desk team in Mexico City and having contact with Mex market colleagues in CH. Your skills and experience Desired candidate's

experience:
1.
Prior experience in client account management, client service, wealth management support, or a comparable financial-services role. 2.
Strong administrative, organizational, and planning skills, with the ability to manage competing priorities and follow through on client requests. 3.
Demonstrated ability to process client instructions accurately, maintain complete documentation, and deliver high-quality work within established timelines. 4.
Working knowledge of KYC, due diligence, suitability reviews, compliance requirements, and operational risk controls. 5.
Strong client focus and communication skills, including the ability to handle queries professionally and interact confidently with internal and external stakeholders. 6.
Effective teamwork and collaboration across Client Advisors, Middle Office, Compliance, Operations, and other support functions. 7.




Proactive problem-solving skills, sound judgment, and the ability to identify, escalate, and resolve risks or service issues efficiently. 8.
Commitment to ethical conduct, confidentiality, cross-border requirements, continuous improvement, and knowledge sharing.
• You’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use.

About us
UBS is a leading and truly general 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.

📌 Client Advisor Manager WM (Ciudad de México)
🏢 UBS
📍 Ciudad de México