U
Programme
Internship
Location
Rome
About the role
This internship supports client advisors in the high-net-worth team in Rome, helping deliver bespoke wealth management services. The role handles client account queries and orders, onboarding and due diligence, meeting documentation, and compliance activities. It requires discretion, attention to detail, adaptability, calm prioritisation, native Italian, and fluent English.
Responsibilities
- Support client advisors in delivering exceptional client service and experiences.
- Act as the point of contact for 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
- Join the high-net-worth team in Rome within Global Wealth Management.
- Support the delivery of bespoke services to clients throughout their wealth management journey.
Requirements
- Demonstrate unyielding attention to detail, including when working under pressure.
- Remain calm while managing conflicting priorities and contribute effectively as a team player.
- Work with discretion, tactfulness, and adaptability as demands change.
- Speak native Italian and fluent English.