Italy

Business management, administration and support

Global Wealth Management

Your role

Do you enjoy supporting Client Advisors in delivering a high-quality client experience while keeping operational details under control? Are you precise, discreet and able to manage priorities in a dynamic wealth management environment? Do you want to contribute to continuity of client service as part of a team that partners closely with Client Advisors?
We’re looking for a Client Advisor Assistant to:
• support Client Advisors in delivering exceptional client service and experience, with strong attention to operational quality and follow-through
• act as a first point of entry for client-related queries and operational requests, including account queries, payments, securities / stock orders and related follow-up
• assist with account opening, onboarding, due diligence, monitoring activities and related documentation
• prepare and coordinate documentation for client meetings, investment proposals and other client-service activities
• collaborate with colleagues across the team to ensure client accounts and activities remain aligned with legal, compliance and regulatory requirements
• contribute to continuity of client satisfaction in areas where the client relationship is supported by both Client Advisors and support staff
• support the Market Service client-coverage model, including dedicated support needs where administrative complexity requires strong ownership and reliability

Job Reference #

341672BR

City

Milano

Job Type

Full Time

Your team

You’ll be working in the Market Service team in Italy. As a Client Advisor Assistant, you’ll play an important role in delivering bespoke client services and supporting Client Advisors through reliable day-to-day execution. Our combined efforts help manage, preserve and grow the wealth of our clients through strong partnership at every stage of their journey.

Your expertise

• minimum 1 year of experience in a Client Advisor Assistant role or in an equivalent Client Account Manager / Market Service / client-service support role
• financial services experience, ideally within a wealth management or client-facing support team
• strong client-service mindset, operational ownership and ability to follow through on requests end-to-end
• unyielding attention to detail, even when under pressure
• ability to remain calm and structured while managing conflicting priorities
• AI-savvy mindset with the ability to use AI-enabled tools responsibly to simplify day-to-day activities, improve productivity, enhance the quality of deliverables and facilitate the work of both the individual and the broader team.
• collaborative working style and ability to partner effectively with Client Advisors, assistants and control functions
• fluency in Italian and good working knowledge of 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.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Salary information

The indicative gross base salary range as a full-time equivalent role:
• Italy min EUR 35000 - max EUR 45000 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

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 challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Contact Details

UBS Business Solutions SA
UBS Recruiting

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.