United States - Pennsylvania

Business development

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 #

322982BR

City

Philadelphia

Job Type

Part Time

Your team

You will be working in the Philadelphia branch office in a part-time role with a team of two Wealth Advisors and a Wealth Strategy Associate. We are looking for someone who can come into the office for 2-3 days on Mondays, Tuesdays, Wednesdays, or Thursdays from 12pm to 5pm.

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

Salary information

The base rate of pay offered for this role is $20.00/hour

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. 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.

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.