Internship Wealth Management Client Advisor Assistant - Milano

UBS; Milano; In loco; EUR 26.000 - 38.000; Tempo pieno

Descrizione del lavoro

UBS in Milan is seeking three Client Advisor Assistants to support our Client Advisors with daily client service and onboarding activities. You will become the first point of contact for clients on account-related queries and help prepare documentation for meetings and investment proposals.

You will learn how account opening, due diligence and ongoing monitoring work in a leading financial services environment, while collaborating with colleagues to ensure compliance and a high-quality client

Competenze

• a high school diploma or university degree, ideally in economics, finance, business administration or a related field
• first experience in financial services is a plus, but not mandatory
• strong attention to detail and willingness to learn, even in a fast-paced environment
• a collaborative mindset, positive attitude and ability to stay organized while managing different priorities
• discretion, professionalism and adaptability to changing demands
• native-level Italian and fluency in English

Mansioni

• 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 requirements

Conoscenze

Attention to detail

Collaboration

Discretion

Organizational skills

Communication

Formazione

High school or university degree

Descrizione del lavoro

Your role

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?

Your role

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?

Role

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 requirements

Your team

You will be joining the newly established Client Advisor Assistant team in Milan, a young and collaborative environment where you can learn from experienced professionals and build a solid foundation for your career in financial services.

As a Client Advisor Assistant, you will play an important role in delivering bespoke client services while developing your skills day by day. Together with the other new joiners, you will contribute to a growing team that helps manage, preserve and grow the wealth of our clients through strong partnership at every stage of their journey.

Your expertise

• a high school diploma or university degree, ideally in economics, finance, business administration or a related field
• first experience in financial services is a plus, but not mandatory
• strong attention to detail and willingness to learn, even in a fast-paced environment
• a collaborative mindset, positive attitude and ability to stay organized while managing different priorities
• discretion, professionalism and adaptability to changing demands
• native-level Italian and fluency in English

About Us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

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.