U
UBSBolognaInternship
Internship - Client Advisor Assistant Wealth Management - Bologna
Join as a Client Advisor Assistant in Wealth Management in Bologna, supporting client advisors and ensuring exceptional client service and compliance.
1
Role Responsibilities
- Support client advisors in delivering exceptional client service and experience.
- Serve as point-of-entry contact for client account queries, stock orders, and payments.
- Assist with account opening, onboarding, due diligence, and monitoring activities.
- Support documentation for client meetings, business trips, and investment proposals.
- Collaborate to ensure client accounts comply with legal, compliance, and regulatory requirements.
2
Team Environment
- Work within the High Net Worth (HNW) team in Bologna.
- Play a key role in delivering bespoke client services.
- Help manage, preserve, and grow client wealth through strong partnerships.
3
Candidate Requirements
- Brief financial services experience preferred.
- Strong attention to detail, even under pressure.
- Team player who manages conflicting priorities calmly.
- Works with discretion, tact, and adaptability to changing demands.
- Native Italian speaker and fluent in English.