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Internship Wealth Management Client Advisor Assistant - Milano

Other-InternNo visa sponsorship
UBS logo

at UBS

Bulge Bracket Investment Banks

Posted 11 days ago

No clicks

**Internship: Wealth Management Client Advisor Assistant, Milano** Support Client Advisors in delivering superior client service. As our Intern, you'll be the initial client touchpoint, handling account queries and developing strong communication skills. In this dynamic role, learn wealth management processes such as account opening, onboarding, and ongoing monitoring. Prepare documents for client meetings and collaborate cross-functionally to ensure compliance. Ideal candidates possess detail-orientedness, strong communication skills, and demonstrate a collaborative mindset.

Compensation
Not specified

Currency: Not specified

City
Milan
Country
Italy

Full Job Description

Are you at the beginning of your career and looking for an opportunity to learn, grow and make a real impact? Do you enjoy working with people, paying attention to details and being part of a collaborative team? We are looking for three motivated Client Advisor Assistants to join our team and support our Client Advisors in their daily activities. In this role, you will have the opportunity to: support Client Advisors in delivering exceptional client service and a high-quality client experience become a first point of contact for clients on account-related queries, developing strong communication and problem-solving skills learn how account opening, onboarding, due diligence and ongoing monitoring activities work in a leading financial services environment prepare and coordinate documentation for client meetings and investment proposals, gaining exposure to wealth management activities collaborate with colleagues across the organization to ensure client accounts comply with legal, compliance and regulatory requirementsShow more Internship Wealth Management Client Advisor Assistant - Milano

Internship Wealth Management Client Advisor Assistant - Milano

Compensation

Not specified

City: Milan

Country: Italy

UBS logo
Bulge Bracket Investment Banks

11 days ago

No clicks

at UBS

Other-InternNo visa sponsorship

**Internship: Wealth Management Client Advisor Assistant, Milano** Support Client Advisors in delivering superior client service. As our Intern, you'll be the initial client touchpoint, handling account queries and developing strong communication skills. In this dynamic role, learn wealth management processes such as account opening, onboarding, and ongoing monitoring. Prepare documents for client meetings and collaborate cross-functionally to ensure compliance. Ideal candidates possess detail-orientedness, strong communication skills, and demonstrate a collaborative mindset.

Full Job Description

Are you at the beginning of your career and looking for an opportunity to learn, grow and make a real impact? Do you enjoy working with people, paying attention to details and being part of a collaborative team? We are looking for three motivated Client Advisor Assistants to join our team and support our Client Advisors in their daily activities. In this role, you will have the opportunity to: support Client Advisors in delivering exceptional client service and a high-quality client experience become a first point of contact for clients on account-related queries, developing strong communication and problem-solving skills learn how account opening, onboarding, due diligence and ongoing monitoring activities work in a leading financial services environment prepare and coordinate documentation for client meetings and investment proposals, gaining exposure to wealth management activities collaborate with colleagues across the organization to ensure client accounts comply with legal, compliance and regulatory requirementsShow more Internship Wealth Management Client Advisor Assistant - Milano