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Internship – Wealth Management
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Job Description
Wealth Management Intern | UBS
The Tone:
This is a part-time, temporary / contract internship at UBS, located in Cleveland. UBS is a leading global wealth manager and the leading universal bank in Switzerland, also providing asset management solutions and investment banking capabilities. This role offers the opportunity to contribute to projects with real client impact, support wealth management experts, and gain insight into the industry, culture, and strategy of a leading financial institution.
The TL;DR
• Role: Internship
• Type: Part Time, Temporary / Contract
• Location: In-person – Cleveland, Ohio
• Pay: $20 hourly
• Team: Dynamic team in the Cleveland Branch office, providing advice-based solutions to ultra-high net worth and high-net worth individuals and families.
• Mission: Support wealth management experts and contribute to projects that directly impact clients.
What You’ll Actually Do
• Project Contribution: Work on projects that have a real impact on clients.
• Team Support: Support our team of wealth management experts.
• Industry Insight: Attend presentations by WMA leaders to understand our industry, culture, and strategy.
• Product Knowledge: Gain product knowledge from internal and external partner sessions to support your team.
• Business Operations: Plan team marketing events and material, and assist with the responsibilities of running an entrepreneurial business model.
The Must-Haves
• Background: Entry-Level. Must be enrolled in a two or four-year college or university, with a genuine interest in developing a career in Wealth Management.
• Experience: No specific years of experience required, but candidates should present a balanced resume demonstrating solid academic performance and campus involvement. Evidence of analytical thinking, problem-solving, good judgment, planning, organizing, effective communication, and teamwork is sought.
• Skills: Analytical thinking, problem-solving, decision-making, good judgment, planning, organizing, communication, teamwork, task completion.
