Internship Wealth Management Client Advisor Assistant

2 giorni fa

Milano, Lombardia, Italia UBS A tempo pieno

Job Reference #
329860BR

City
Milano, Italy

Your role
Do you want to proactively go the extra mile with us to help clients? Are you willing to learn on-the-job by working closely with senior wealth managers? Are you focused on the details, even when under pressure?

We're looking for a client advisor assistant to

  • support client advisors in delivering exceptional client service and experience
  • be point-of-entry contact for account queries or orders, stock orders, payments, etc.
  • assist with account opening, onboarding, due diligence and monitoring activities
  • support with documentation for client meetings, business trips, investment proposals and the like
  • collaborate with colleagues to ensure that all client accounts comply with legal, compliance and regulatory requirements

Your team
You'll be working in the Wealth Management team in Milan. As client advisor assistant you'll play an important role in our delivery of bespoke client services. Our combined efforts help manage, preserve and grow the wealth of our clients, through strong partnership at every stage of their journey.

Your expertise

  • a brief financial services experience
  • unyielding attention to detail, even when under pressure
  • proactive team player that remains calm while managing conflicting priorities
  • works with absolute discretion, tactfulness and adaptability to changing demands
  • native Italian, fluent in English

About Us
UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

We have a presence in all major financial centers in more than 50 countries.

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.

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