19 ott - Roma
Ubs
Your role
Per una comprensione completa di questa possibilità e dei requisiti per essere un candidato di successo, continui a leggere.
Do you want to proactively go the extra mile with us to help clients? Are you focused on the details, even when under pressure?
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
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- 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 Roma.
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
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- 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 m
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