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UBSBresciaInternship
Internship - Client Advisor Assistant Wealth Management - Brescia
Join as a Client Advisor Assistant in Brescia to support client advisors in delivering exceptional service and managing high-net-worth client accounts.
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 Brescia.
- Play a key role in delivering bespoke client services.
- Help manage, preserve, and grow client wealth through strong partnerships.
3
Candidate Requirements
- Preferably have brief financial services experience.
- Exhibit unyielding attention to detail under pressure.
- Be a calm team player managing conflicting priorities.
- Work with discretion, tactfulness, and adaptability.
- Native Italian speaker and fluent in English.