Wealth Management Client Advisor Assistant

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/8io7s5

UBS Bologna seeks a Client Advisor Assistant to support client advisors in delivering exceptional service and experience for high-net-worth clients.
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You will be the first contact for account queries, stock orders and payments, and assist with onboarding and due diligence while maintaining discretion. xysqume

In this role you’ll prepare documentation for meetings and investment proposals and collaborate to ensure all accounts meet legal and regulatory standards in a fast-paced environment.

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Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/8io7s5