Are you passionate about investment solutions and wealth management? Do you enjoy working in a dynamic environment, collaborating with different stakeholders, and developing your understanding of portfolio management for both traditional and alternative investments? We are looking for a Mandate Specialist Intern to support our team in delivering investment solutions to UBS Wealth Management clients in Italy.
Your role
Responsibilities
As a Mandate Specialist Intern, you will support the team in a variety of activities related to discretionary mandates and alternative investments. Your responsibilities may include:
- Coordinate the monthly review and publication of after-sales materials and support the distribution of investment-related communications.
- Prepare and update sales and aftersales marketing materials and presentations for internal and client use.
- Support Client Advisors by providing product-specific information, education and updates on investment solutions and investment processes.
- Update business monitoring tools, dashboards and analytical reports to support team activities and business development initiatives.
- Monitor daily CIO research and market insights, identifying and sharing the most relevant content with main stakeholders.
Intern – Mandate Specialist datore di lavoro: UBS
Unisciti a noi per un'opportunità unica di crescita professionale nel settore della gestione patrimoniale globale, in una delle istituzioni finanziarie più rispettate al mondo. Offriamo un ambiente di lavoro collaborativo e stimolante a Milano, dove potrai apprendere dai leader del settore, costruire relazioni significative e contribuire a progetti strategici che migliorano l'esperienza dei clienti. Con programmi di mentoring e eventi educativi, siamo dedicati a supportare il tuo sviluppo e a farti crescere come professionista nel campo della finanza.
