Wealth Management Client Advisor Assistant

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/8j3pye

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.
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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/8j3pye