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UBSMilanInternship
Internship Wealth Management Client Advisor Assistant - Milano
Join UBS as a Client Advisor Assistant Intern in Milan to support client advisors, enhance client service skills, and gain exposure to wealth management processes in a collaborative team environment.
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Role Responsibilities
- Support Client Advisors in delivering exceptional client service and client experience.
- Serve as first contact for clients on account-related queries, developing communication skills.
- Learn account opening, onboarding, due diligence, and monitoring in financial services.
- Prepare and coordinate documentation for client meetings and investment proposals.
- Collaborate to ensure client accounts comply with legal, compliance, and regulatory requirements.
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Team Environment
- Join the newly established Client Advisor Assistant team in Milan.
- Work in a young, collaborative environment with experienced professionals.
- Contribute to managing, preserving, and growing client wealth.
- Develop skills daily while delivering bespoke client services.
- Be part of a growing team supporting clients at every stage of their journey.
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Candidate Requirements
- High school diploma or university degree in economics, finance, business, or related field.
- First experience in financial services is a plus but not mandatory.
- Strong attention to detail and willingness to learn in a fast-paced environment.
- Collaborative mindset, positive attitude, and organizational skills.
- Discretion, professionalism, and adaptability to changing demands.