Stagiaire – Wealth Management Support

Job Description

Stage UHNW | UBS

The Tone:
This is a temporary internship within UBS Europe SE, a global leader in wealth management. UBS is one of the largest financial institutions in the world, specifically renowned for its Wealth Management department which caters to a wealthy private clientele. Through this department, UBS offers comprehensive, innovative, and tailor-made advisory services designed to meet the complex needs of its clients. This internship plays a pivotal role in strengthening UBS’s position within the Ultra High Net Worth (UHNW) segment by directly supporting the Private Bankers team. The work performed in this role is critical for preparing client engagements, analyzing sophisticated portfolios, and identifying new strategic growth opportunities, contributing significantly to the continued success and development of this high-value client segment. UBS prioritizes collaboration, acknowledging that great achievements are never made alone, and this role embodies that spirit within the Wealth Management team.

The TL;DR
• Role: Internship
• Type: Temporary
• Location: In-person – Europe

• Team: Wealth Management department, assisting the Private Bankers team.
• Mission: Support the development of the Ultra High Net Worth client segment by assisting Private Bankers in daily tasks and strategic initiatives, contributing to client engagement and portfolio management.
• Tech Stack: Microsoft Office Suite

What You’ll Actually Do
• Client Preparation: Prepare thoroughly for client and prospect meetings, ensuring all necessary documentation, data, and insights are meticulously compiled for the Private Bankers.
• Portfolio Analysis: Conduct in-depth analysis of client portfolio positions, providing critical insights and supporting the formulation of strategic investment recommendations.
• Target Identification: Actively participate in the identification of new Ultra High Net Worth client targets and meticulously follow up on all prospecting activities to drive segment growth.
• Research Reporting: Draft and distribute a weekly summary point on UBS research findings, ensuring the team is kept informed of relevant market and investment insights.
• Team Support: Provide comprehensive daily assistance to the Private Bankers team, contributing to the efficient operation of client service, administrative tasks, and advisory support functions.

The Must-Haves
• Background: Entry-Level; candidates must be students requiring a mandatory internship agreement (“convention de stage obligatoire”) for academic credit within a relevant financial or business domain.
• Experience: Not specified in years; demonstrated excellent mastery of the Microsoft Office Suite is required for data management, presentation, and reporting tasks.
• Skills: Demonstrated strong capacity for synthesis and a profound intellectual curiosity, enabling quick understanding and summarization of complex financial information. Requires a reactive and proactive attitude in the workplace, coupled with excellent organizational skills and a meticulous approach to tasks, ensuring accuracy and efficiency. A strong sense of confidentiality is paramount given the sensitive nature of client information. Candidates must possess strong social skills and an open-minded approach, demonstrating a clear capacity and willingness to work effectively as part of a collaborative team. Fluency in both French and English is essential, with excellent written and oral communication skills required in both languages.