Intern – Wealth Management

Job Description

Intern | UBS

The Tone:
This is a part-time internship at UBS, located in Phoenix, AZ. UBS is a prominent global wealth manager and the leading universal bank in Switzerland, also providing diversified asset management solutions and focused investment banking capabilities across more than 50 markets worldwide. This internship offers a unique opportunity for students to join a WMA branch office, diving into a client-focused work environment. Interns will work directly with experts, gaining valuable insights into the financial industry, client relations, and the firm’s operations. The role is designed to foster skill development, allow participation in projects with real client impact, and facilitate the establishment of a professional network with mentors and business contacts, providing a substantial learning experience beyond typical resume entries.

The TL;DR
• Role: Internship
• Type: Part Time
• Location: In-person, Phoenix, AZ
• Pay: $20 hourly
• Team: Within a WMA branch office where advice-based solutions are provided to ultra-high net worth and high-net worth individuals and families.
• Mission: To support wealth management experts and contribute to client-focused projects within a branch office setting.

What You’ll Actually Do
• Project Contribution: Contribute to client-focused projects, making a tangible impact on outcomes.
• Team Support: Provide direct assistance to wealth management experts in their daily operations.
• Industry Insight: Attend presentations led by WMA leaders to deepen understanding of the industry, culture, and strategic direction.
• Knowledge Acquisition: Gain product expertise through internal and external partner sessions to enhance team support.
• Event Management: Plan and organize marketing events and prepare promotional materials for the team.

The Must-Haves
• Background: Student currently enrolled in either a two-year or four-year college or university program. Candidates should present a balanced resume highlighting solid academic performance, active campus involvement, and a clear, genuine interest in pursuing a career within Wealth Management.
• Experience: While no specific years of prior professional experience are required, applicants should be able to demonstrate practical application of core skills. This could include achievements such as successful participation in team sports, the organization and execution of volunteer projects, or excelling in challenging academic courses, showcasing a proactive approach and a commitment to tasks.
• Skills:
• Problem-Solving: The capacity to analyze complex problems, generate ideas, and make well-reasoned decisions.
• Judgment: The ability to demonstrate good judgment in various situations, ensuring appropriate and effective outcomes.
• Organization: Proven capability to plan, organize, and effectively manage tasks and initiatives, ensuring things happen efficiently.
• Communication & Teamwork: Strong interpersonal and communication skills, coupled with the ability to collaborate effectively within a team setting.
• Persistence & Drive: A positive, can-do approach with the determination to stick with a task until its successful completion.