U
Programme
Internship
Location
Milan
About the role
Three Client Advisor Assistant interns will join UBS’s newly established Milan team. The role supports Client Advisors with client service, account-related queries, onboarding, documentation, and compliance activities while developing practical experience in wealth management within a collaborative financial services environment.
Responsibilities
- Support Client Advisors in delivering high-quality client service and client experiences.
- Act as a first contact for clients with account-related queries.
- Learn account opening, onboarding, due diligence, and ongoing monitoring activities.
- Prepare and coordinate documentation for client meetings and investment proposals.
- Collaborate across the organization to support legal, compliance, and regulatory requirements.
Team Environment
- Join a newly established, young, and collaborative Client Advisor Assistant team in Milan.
- Learn from experienced professionals while building a foundation in financial services.
- Support bespoke client services and contribute to a growing wealth management team.
Requirements
- High school diploma or university degree; economics, finance, business administration, or related studies are preferred.
- Strong attention to detail and willingness to learn in a fast-paced environment.
- Collaborative mindset, positive attitude, and ability to manage competing priorities effectively.
- Discretion, professionalism, and adaptability to changing demands.
- First financial services experience is advantageous but not mandatory.