Advisory Office - Global Wealth Management
Accounting & Finance
Brazil
Advisory Office - Global Wealth Management
Brazil
Management and Business Support
Global Wealth Management
Your role
Do you want to drive the development of international investment capabilities for Brazilian clients? Do you enjoy working across multiple areas of a financial institution to deliver impactful solutions?
We’re looking for a professional to:
• coordinate and liaise with multiple stakeholders to advance strategic initiatives related to international (offshore) investments
• define and enhance processes, governance, business metrics, and client facing journeys for international banking and investment products
• design business cases and support the development of new products or services for Brazilian clients with offshore accounts
• support and engage in hands on activities across trading, lending, onboarding, client lifecycle management, e banking and payments, depending on business needs
• ensure alignment with regulatory, policy and risk standards while promoting an effective risk culture
• collaborate with partners across regions and functions to strengthen the international value proposition for our clients
Job Reference #
335717BR
City
Sao Paulo
Job Type
Full Time
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
Your team
You’ll be working in the A&S Advisory Office Brazil team in São Paulo, partnering closely with global wealth management, product, operations, technology, and control functions. The team focuses on expanding and improving the international offering for Brazilian clients by optimizing processes, enhancing governance, and ensuring seamless client experience across the offshore lifecycle.
It’s a highly collaborative environment where cross border partnership is essential — you’ll often work with colleagues in trading, lending, operations, compliance, and product teams around the world.
Your expertise
• experience working with financial institutions, ideally in international (offshore) investments or global wealth management
• strong interpersonal skills with the ability to coordinate diverse stakeholders and drive complex, multi functional projects
• strong project management capabilities, with experience defining processes, governance frameworks, business metrics, and client journeys
• generalist understanding of core banking and wealth management operations (trading, lending, onboarding, client lifecycle management, e banking, payments)
• ability to work hands on in different functional areas depending on business demands
• strong analytical skills to support business case development for new products or services
• bachelor’s or master’s degree in engineering, finance, economics, business, or a related field
• CFA charterholder preferred (not mandatory)
• desirable fluent Portuguese and English
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.