17 ott - Bologna
Ubs
Your role
Do you want to proactively go the extra mile with us to help clients? Are you focused on the details, even when under pressure?
We're Looking For a Client Advisor Assistant To
support client advisors in delivering exceptional client service and experience
be point-of-entry contact for clients with account queries or orders, stock orders, payments, etc.
assist with account opening, onboarding, due diligence and monitoring activities
support with documentation for client meetings, business trips, investment proposals and the like
collaborate with colleagues to ensure that all client accounts comply with legal, compliance and regulatory requirements
Your team
You'll be working in the HNW team in Bologna. As client advisor assistant you'll play an important role in our delivery of bespoke client services. Our combined efforts help manage, preserve and grow the wealth of our clients, through strong partnership at every stage of their journey.
Your expertise
a brief financial services experience in preferred
unyielding attention to detail, even when under pressure
team player that remains calm while managing conflicting priorities
works with absolute discretion, tactfulness and adaptability to changing demands
native Italian , fluent in English
About Us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenge
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