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Wealth Management Client Onboarding Internship

Entreprise non montrée
Brésil  Sao Paulo, Brésil
Stage, Management, Anglais

Description du poste:

Job Reference #

Job Type
Part Time

Your role
Your role will be focused on Onboarding activities, such as account/relationship opening, periodic renewals, account closure and maintenance required in the Client Onboarding process, and all the operating processes relating to those activities, as well as:

* Receive documents, and scan and archive files
* Analyze documents, and include them in the systems
* Attend the individual requests of several stakeholders
* Perform operational processes that are essential for daily routines

Your team
The Client Onboarding team supports the GWM structure in Brazil and is responsible for ensuring the high quality of information and documentation of clients regarding Account Opening, periodic renewals, and account closure and maintenance.

Your expertise
The applicant must be willing to learn, be very dynamic, and show great ability to adapt to different challenges.

We are looking for:

* Strong communication, organization and interpersonal skills
* Dedication as a team member and the skills to liaise with different partners across functions
* Undergraduate degree in Administration, Economics, International Relations, or related areas
* Desirable intermediary/advanced English and Excel skills
* Dedication to fostering an inclusive culture and valuing diverse perspectives

You need to be a rising junior intern and we'd like you to evidence that you can:

* analyze a problem, take a view and come to a decision
* plan, organize and communicate well
* make things happen
* stick with a task
* work in a team

About Us
(COMPANY NAME) is the world's 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 (COMPANY NAME), 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 we're more than ourselves. Ready to be part of #teamUBS and make an impact?

Disclaimer / Policy Statements
(COMPANY NAME) 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

Origine: Site web de l'entreprise
Publié: 23 Avr 2024
Type de poste: Stage
Secteur: Banque / Finance
Langues: Anglais
118.903 emplois et stages
dans 155 pays