Internship - Client Advisor Assistant Wealth Management - Bologna

About the role

Join the High Net Worth team in Bologna as a client advisor assistant in Global Wealth Management. You will support client advisors, respond to client account queries and orders, assist with onboarding and due diligence, prepare meeting materials, and help ensure accounts meet legal, compliance, and regulatory requirements.

Responsibilities

• Support client advisors in delivering exceptional client service and experience.
• Act as the initial contact for client account queries, orders, stock orders, and payments.
• Assist with account opening, onboarding, due diligence, and monitoring activities.
• Prepare documentation for client meetings, business trips, and investment proposals.
• Collaborate with colleagues to ensure client accounts meet legal, compliance, and regulatory requirements.

Team

• Work within the High Net Worth team in Bologna.
• Help deliver bespoke client services while supporting the management, preservation, and growth of client wealth.