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Internship - Ubs Local Process and Quality

2 mesi fa

Roma, Italia UBS A tempo pieno

Italy
- Business management, amministrazione e supporto
- Global Wealth Management

**ID autom.**
- 283638BR

**Città**
- Roma

**Tipo di impiego**
- Tempo pieno

**Il ruolo**
- La risorsa, basata a Roma, si occuperà delle seguenti attività per l'area commerciale Centro Sud:
- PKR (Periodic KYC Review), Investor Profile, IP review e scheda Know Your Client: Supporto al Client Advisor;
- Pending items: Monitoraggio e prioritizzazione delle azioni di remediation documentale e non;
- Client meeting: Preparazione dell’incontro (e della relativa documentazione), in collaborazione con i Local Client Account Managers;
- Ordini: Controllo ed archiviazione quotidiana della documentazione, in collaborazione con i Local Client Account Managers;
- Pagamenti: inserimento a sistema, controllo ed archiviazione quotidiana della documentazione, in collaborazione con i Local Client Account Managers;
- Scontistica: inserimento a sistema e monitoraggio processo di approvazione deroghe di pricing, in collaborazione con i Local Client Account Managers
- Rendicontazione clienti: preparazione reportistica/ documentazione e approfondimenti quantitativi e qualitativi richiesti dalla clientela (e.g., schema commissionale, contabilità, pricing);
- Sviluppo commerciale: Affiancamento ai Client Advisor e ai Local Client Account Managers per approfondire i task dedicati allo sviluppo commerciale (cold call, liste prospect, eventi di marketing, gestione pipeline, approccio Wealth Way).

**Il nostro team**
- La risorsa sarà inserita nel team Local Process and Quality Specialist a supporto dei Client Advisor dell’Area Centro Sud (sede Roma).

**Questo è ciò che desideriamo**
- In particolare, alla risorsa è richiesto:
- Laurea triennale
- Inglese Fluente
- Propensione al Team working
- Buone capacità relazionali e comunicative
- Ottima conoscenza MS Office (Excel, Powerpoint)

**Chi siamo**
- Consulenza competente. Gestione patrimoniale. Investment banking. Asset management. Retail banking in Svizzera. E tutti i servizi di supporto connessi. Questo è ciò che facciamo.
- E lo facciamo per clienti privati, istituti e società in tutto il mondo.
- Siamo circa 60 000 collaboratori sparsi in tutti i grandi centri finanziari del mondo, in oltre 50 paesi. Volete far parte del nostro team?

**Come assumiamo**

**Perché sceglierci**

**Disclaimer / Policy Statements**
- UBS sostiene e garantisce le Pari Opportunità. Nutre un profondo rispetto per i propri collaboratori, ha cura di valorizzare ciascuno di loro e di promuovere le diverse culture, prospettive, capacità professionali ed esperienze che coesistono all'interno della propria realtà.

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