UBS MENA
Client Associate – Global Wealth Management
- Permanent
- Dubai, United Arab Emirates
- Experience 2 - 5 yrs
Job expiry date: 30/03/2026
Job overview
Date posted
13/02/2026
Location
Dubai, United Arab Emirates
Salary
AED 15,000 - 20,000 per month
Compensation
Salary only
Experience
2 - 5 yrs
Seniority
Experienced
Qualification
Bachelors degree
Expiration date
30/03/2026
Job description
The Client Associate in Global Wealth Management and Client Services at UBS is a critical professional role responsible for ensuring the seamless delivery of personalized client services within the Farmington Hills team. The incumbent will support client advisors in providing exceptional, high-quality service, acting as the first point-of-entry for clients with a wide range of account queries, financial transactions including stock orders and payments, and ensuring timely and accurate resolution of client requests. This role requires handling account opening, onboarding, due diligence, and ongoing monitoring processes in strict compliance with KYC, AML, and other regulatory standards. Additionally, the Client Associate prepares and manages documentation for client meetings, develops investment proposals in collaboration with advisors, and ensures all client accounts meet legal, compliance, and internal governance standards. The position emphasizes operational excellence, using artificial intelligence (AI) tools to enhance efficiency, maintain accuracy, and ensure data-driven decision-making. Working closely with a dedicated team, the Client Associate helps manage, preserve, and grow client wealth while maintaining confidentiality, discretion, and a professional standard of conduct at all times.
Required skills
Key responsibilities
- Support client advisors in delivering exceptional, personalized client service and high-quality financial advisory support
- Serve as the primary point-of-entry for clients regarding account queries, stock orders, payments, and other financial transactions, ensuring accurate and timely handling
- Assist with comprehensive account opening, onboarding procedures, full due diligence, and continuous monitoring activities for client accounts in line with UBS and regulatory standards
- Prepare, organize, and manage documentation for client meetings, investment proposals, and other advisory materials to support strategic decision-making by advisors and clients
- Collaborate closely with colleagues and cross-functional teams to ensure all client accounts comply fully with legal, regulatory, and internal compliance requirements, including KYC and AML processes
- Maintain confidentiality, discretion, and professional standards in all client interactions and data handling, ensuring adherence to the bank's internal policies and global best practices
- Leverage artificial intelligence (AI) tools and other digital solutions to improve operational efficiency, reporting accuracy, and workflow management across client service functions
- Actively contribute to team knowledge sharing, continuous improvement of processes, and enhancement of client experience through proactive problem-solving and support
Experience & skills
- Demonstrated experience in financial services, ideally within a client-facing team in wealth management or private banking environments
- Extensive knowledge of account opening, onboarding, due diligence, monitoring, and documentation processes
- Strong understanding of regulatory frameworks including KYC, AML, and other compliance requirements for client accounts
- Ability to handle complex client inquiries and transactions with precision and accuracy, maintaining high standards of professionalism and discretion
- Capacity to work effectively under pressure, manage competing priorities, and maintain meticulous attention to detail in all operational tasks
- Proficiency with digital tools, workflow management systems, and the use of AI in client account management and reporting processes
- Excellent collaboration and communication skills to liaise with internal stakeholders, advisory teams, and compliance units