Internship Wealth Management Client Advisor Assistant

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/7fmrsm

Italy

Business management, administration and support

Global Wealth Management

Job Reference #

342172BR

City

Milano

Your role

Are you at the beginning of your career and looking for an opportunity to learn, grow and make a real impact? Do you enjoy working with people, paying attention to details and being part of a collaborative team?
We are looking for three motivated Client Advisor Assistants to join our team and support our Client Advisors in their daily activities. In this role, you will have the opportunity to:
- support Client Advisors in delivering exceptional client service and a high-quality client experience
- become a first point of contact for clients on account-related queries, developing strong communication and problem-solving skills
- learn how account opening, onboarding, due diligence and ongoing monitoring activities work in a leading financial services environment
- prepare and coordinate documentation for client meetings and investment proposals, gaining exposure to wealth management activities




- collaborate with colleagues across the organization to ensure client accounts comply with legal, compliance and regulatory requirements

Your team

You will be joining the newly established Client Advisor Assistant team in Milan, a young and collaborative environment where you can learn from experienced professionals and build a solid foundation for your career in financial services.
As a Client Advisor Assistant, you will play an important role in delivering bespoke client services while developing your skills day by day. Together with the other new joiners, you will contribute to a growing team that helps manage, preserve and grow the wealth of our clients through strong partnership at every stage of their journey.

Your expertise
- a high school diploma or university degree, ideally in economics, finance, business administration or a related field
- first experience in financial services is a plus, but not mandatory
- strong attention to det

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/7fmrsm