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2027 Internship – LFN Wealth Management Switzerland - Geneva

Other-InternNo visa sponsorship
UBS logo

at UBS

Bulge Bracket Investment Banks

Posted 4 days ago

1 click

**Client Advisor Assistant Intern (Wealth Management) - Geneva, Switzerland** Support senior advisors in delivering top-notch client service. Key responsibilities: handle client queries, facilitate account opening/management, assist with document preparation, and ensure compliance with legal and regulatory requirements. Proficiency in client relationship management, MS Office, and fluent English essential. Previous internship or junior-level experience preferred. Proactive, detail-oriented individuals sought.

Compensation
Not specified

Currency: Not specified

City
Geneva
Country
Switzerland

Full Job Description

Do you want to proactively go the extra mile with us to help clients? Are you focused on the details, even when under pressure? Were looking for a client advisor assistant to: support client advisors in delivering exceptional client service and experience be point-of-entry contact for clients with 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 requirementsShow more Internship - Client Advisor Assistant Wealth Management - Bologna

2027 Internship – LFN Wealth Management Switzerland - Geneva

Compensation

Not specified

City: Geneva

Country: Switzerland

UBS logo
Bulge Bracket Investment Banks

4 days ago

1 click

at UBS

Other-InternNo visa sponsorship

**Client Advisor Assistant Intern (Wealth Management) - Geneva, Switzerland** Support senior advisors in delivering top-notch client service. Key responsibilities: handle client queries, facilitate account opening/management, assist with document preparation, and ensure compliance with legal and regulatory requirements. Proficiency in client relationship management, MS Office, and fluent English essential. Previous internship or junior-level experience preferred. Proactive, detail-oriented individuals sought.

Full Job Description

Do you want to proactively go the extra mile with us to help clients? Are you focused on the details, even when under pressure? Were looking for a client advisor assistant to: support client advisors in delivering exceptional client service and experience be point-of-entry contact for clients with 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 requirementsShow more Internship - Client Advisor Assistant Wealth Management - Bologna