Client Onboarding Intern

UBS; São Paulo; On-site; BRL 17,000 - 28,000; Part time

Job summary

UBS is seeking a Client Onboarding Intern in São Paulo to support onboarding and account opening for Brazil clients within International Wealth Management (IWM). You will work with internal teams to ensure quality and compliance.

The internship involves reviewing documents, data entry, and assisting with daily controls, with an emphasis on accuracy and risk awareness. English and Excel skills are valued, and curiosity to improve workflows using AI is encouraged.

Qualifications

• Enrolled in a Bachelor's degree program in Business Administration, Economics, International Relations, Finance, or related fields.
• Ideally intermediate to advanced English skills.
• Intermediate to advanced Excel skills.
• Strong analytical, organizational, and communication skills.
• Attention to detail and a high level of accuracy.
• Ability to collaborate effectively with different stakeholders.
• Positive attitude, curiosity, and willingness to learn.
• Commitment to fostering an inclusive culture and respecting diverse perspectives.
• Curious about how AI can improve workflows with sound judgment.

Responsibilities

• Supporting client onboarding and account opening activities.
• Reviewing, processing, and maintaining client documentation and records.
• Ensuring accurate data capture and updates in internal systems.
• Assisting with day-to-day operational processes and controls.
• Collaborating with business partners and support functions to address onboarding requests.
• Contributing to process efficiency while maintaining high standards of quality and risk awareness.

Skills

English communication

Excel

Analytical skills

Organizational skills

Communication skills

Detail-oriented

Collaboration

Curiosity about AI

Education

Bachelor's degree in Business Administration, Economics, International Relations, Finance

Tools

Excel

Job description

Key Responsibilities

Are you interested in developing your career in Wealth Management Operations and contributing to an outstanding client experience?

Job Type

Part Time

Job Reference #

344352BR

City

Sao Paulo

Key Responsibilities

Are you interested in developing your career in Wealth Management Operations and contributing to an outstanding client experience?

As a Client Onboarding Intern, you will support the onboarding and account opening processes for clients of UBS International Wealth Management (IWM) in Brazil. You will work closely with internal stakeholders to ensure the quality, accuracy, and completeness of client information and documentation, helping to deliver efficient and compliant onboarding solutions.

We are looking for an intern to:

• supporting client onboarding and account opening activities
• reviewing, processing, and maintaining client documentation and records
• ensuring accurate data capture and updates in internal systems
• assisting with day-to-day operational processes and controls
• collaborating with business partners and support functions to address onboarding requests
• contributing to process efficiency while maintaining high standards of quality and risk awareness

The team

You will be part of the Client Onboarding team within International Wealth Management (IWM) Brazil. The team plays a key role in supporting the client lifecycle by ensuring that account opening and client maintenance activities are executed efficiently, accurately, and in line with regulatory and internal requirements.

Your Skills And Experience

• current enrollment in a Bachelor's degree program in Business Administration, Economics, International Relations, Finance, or related fields
• ideally intermediate to advanced English skills
• intermediate to advanced Excel skills
• strong analytical, organizational, and communication skills
• attention to detail and a high level of accuracy
• ability to collaborate effectively with different stakeholders
• a positive attitude, curiosity, and willingness to learn
• commitment to fostering an inclusive culture and respecting diverse perspectives
• 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 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.

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.