Alternance - Département FIM

About the role

This apprenticeship in UBS France's Financial Intermediaries department involves supporting middle office operations, managing client account documentation, and collaborating with financial partners in a dynamic, client-focused environment.

Role and Responsibilities

• Assist middle office team in managing client account openings and updates.
• Research and analyze additional information to complete client files using specific tools and internet.
• Ensure completeness of required client documentation.
• Communicate with financial partners to support operations.
• Contribute actively to the development and functioning of the department.

Team Environment

• Work within the Financial Intermediaries (FIM) team in Paris.
• Provide tailored client service to end clients of financial intermediaries.
• Support intermediaries including asset management firms, wealth advisors, and insurance companies.

Candidate Profile and Skills

• Currently enrolled in Bac+5 level education (Master 1 or Master 2).
• Preferably have initial experience in a financial institution.
• Demonstrate synthesis skills, intellectual curiosity, proactivity, and organizational rigor.
• Maintain confidentiality and work well in a team environment.
• Fluent in English and French, both oral and written.
• Proficient in Microsoft Office suite: Excel, Word, Access, PowerPoint.