United States - North Carolina

Business management, administration and support, Finance

Global Wealth Management

Your role

Are you a motivated self-starter? Can you take an assignment and run with it? If you're ready to dive into a client-focused work environment, an internship at UBS Private Wealth Management may be the right fit for you.
We welcome interns to join our team to learn about the Private Wealth Management industry and our firm. Our financial advisors and their teams deliver a fully integrated set of products and services specifically designed to address the needs of ultra-high net worth and high-net worth individuals and families. This is an opportunity to gain valuable insight, develop new skills, and establish a network of mentors and business contacts.

We're looking for an intern to:

• work on projects that have a real impact on clients and gain product knowledge
• support our team of Private Wealth Management advisors and wealth strategy associates
• compile market and investment research
• leverage Microsoft Excel skills to assist with portfolio analysis
• prepare client meeting materials and generate performance reports
• assist with the responsibilities of running an entrepreneurial business model
• attend presentations by WMA leaders to help you understand our industry, culture and strategy

Job Reference #

307614BR

City

Charlotte

Job Type

Full Time

Your team

You will be working in the Charlotte branch office with a Private Wealth Management Team.

Your expertise

You need to be enrolled in a two- or four-year college or university. In particular, you have:
• a balanced resume which includes solid academic performance and campus involvement
• a genuine interest in exploring the field of Wealth Management

We’d like to see evidence that you can:
• analyze a problem, produce ideas, and come to a decision
• take ownership, be organized, and can execute
• be detail-oriented and can stick with a task and follow instructions
• communicate well and work within a team
• show good judgement

About us

UBS 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 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 we’re 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.