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Vaga de Private Baking - Client Management Internship (Wealth Management)

1 vaga: | Publicada em 10/04

Sobre a vaga

The Client Management area assists PB bankers and their respective clients, ensuring that all client relationship points are consistent with the aim of providing excellence services, always putting clients at the center of relationship. The area controls the repapering process and all the documents necessary for the account operation and coor-dinates demands between the areas involved in order to respond to clients in an agile and efficient manner. You will: -Assist the Client Manager team in daily activities and operational demands. -Control with Client Managers the documents required for fund subscriptions. -Assists the Client Manager team in the account repapering process and control of all documentation. Your team The mission of Client Manager team is to ensure the provision of excellent and differentiated services to clients, contributing innovative ideas to improve efficiency and optimize processes, while respecting the Banks cultural values with a view to maintaining an inclusive and diversified environment that yields effective individual and collective results and fosters a positive experience to internal and external clients. Your expertise - Undergraduate degree to be obtained in 2025 or after - Fluency in English -Advanced knowledge of Microsoft Office, Python and other control systems - CPA-20 (desirable) - Proactivity - Sense of urgency - Organization - Diligence - Dedication to fostering an inclusive culture and valuing diverse perspectives About us UBS is the worlds largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.. We have a presence in all major financial centers in more than 50 countries. How we hire We may request you to complete one or more assessments during the application process. Learn more Join us At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs. From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together were more than ourselves. Ready to be part of #teamUBS and make an impact? Disclaimer / Policy Statements UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.