Client Advisor Manager WM

UBS; Torreón; On-site; MXN 300,000 - 420,000; Full time

Job summary

UBS, a leading global wealth manager, seeks an administrative and client service specialist for the Mexico Desk in Mexico City. You’ll support Client Advisors across daily account management, document processing, and compliance activities to ensure a seamless client experience.

You will coordinate meetings and travel, manage queries, and collaborate with back/middle office and compliance to uphold operational risk controls and cross-border requirements.

Qualifications

• Experience in client account management or wealth management support.
• Strong administrative, organizational, and planning skills.
• Process client instructions accurately and maintain documentation.
• Knowledge of KYC, due diligence, suitability, and compliance.
• Strong client focus and communication with stakeholders.
• Teamwork across Client Advisors, Middle Office, Compliance, and Operations.
• Proactive problem-solving and risk resolution.
• Ethics, confidentiality, and cross-border compliance.
• Curious about using AI to improve workflows and governance.

Responsibilities

• Provide administrative and organizational support to Client Advisors for daily client account management.
• Process and document client and advisor orders accurately while managing queries.
• Support KYC, due diligence, suitability reviews and related issue resolution.
• Coordinate meetings, visits, and travel; prepare materials and monitor follow-ups.
• Collaborate across teams to manage risks, ensure handovers, and drive process improvements while ethics and cross-border rules apply.

Skills

Client mgmt

Wealth mgmt

Compliance

KYC

Due diligence

Operational risk

Communication

Teamwork

Ethics

AI curiosity

Job description

Key Responsibilities

• Provide high-quality administrative and organizational support to Client Advisors across daily client account management activities, helping ensure a seamless and outstanding client experience.
• Process and document client and Client Advisor orders accurately and efficiently, while actively managing, prioritizing, and resolving client queries.
• Support compliance and documentation requirements, including initial and recurring KYC, due diligence, suitability reviews, and the timely resolution of related issues.
• Coordinate client meetings, visits, and business travel, prepare the required materials, and monitor follow-up activities through completion.
• 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.

Job Type

Full Time

Job Reference #

343149BR

City

Mexico D.F.

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

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