13 set - Milano
Ubs
Are you passionate about investment solutions and wealth management? Do you enjoy working in a dynamic environment, collaborating with different stakeholders, and developing your understanding of portfolio management for both traditional and alternative investments? We are looking for a Mandate Specialist Intern to support our team in delivering investment solutions to UBS Wealth Management clients in Italy.
Your role
Responsibilities As a Mandate Specialist Intern, you will support the team in a variety of activities related to discretionary mandates and alternative investments. Your responsibilities may include:
- Coordinate the monthly review and publication of after-sales materials and support the distribution of investment-related communications.
- Prepare and update sales and aftersales marketing materials and presentations for internal and client use.
- Support Client Advisors by providing product-specific information, education and updates on investment solutions and investment processes.
- Update business monitoring tools, dashboards and analytical reports to support team activities and business development initiatives.
- Monitor daily CIO research and market insights, identifying and sharing the most relevant content with main stakeholders.
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