Operations Analyst Intern – Wealth Management Operations

Job Description

Global Wealth Management Operations Internship | UBS

The Tone:
This is a full-time internship at UBS, located in Wroclaw, Poland. UBS is a leading global wealth manager and the foremost universal bank in Switzerland, also providing diversified asset management solutions and focused investment banking capabilities. This role is crucial for ensuring the smooth processing and management of end-to-end client transactions for multiple European locations, directly contributing to high client satisfaction and service quality. The internship offers a valuable opportunity to gain professional experience and industry knowledge from specialists.

The TL;DR
• Role: Internship
• Type: Full Time
• Location: In-person Wroclaw, Poland

• Team: Global Wealth Management Operations team, supporting the Wealth Management UK business.
• Mission: Contribute to the processing and management of end-to-end client transactions to ensure outstanding operational support and enhance the client experience.

What You’ll Actually Do
• Reconciliation: Perform daily and monthly cash and stock reconciliations.
• Discrepancy Resolution: Investigate and resolve discrepancies in transactions and positions.
• Stakeholder Liaison: Liaise and collaborate with internal stakeholders and external transfer agents.
• Account Management: Support the opening, maintenance, and closure of cash and custody accounts.
• Documentation: Maintain, update, and communicate policies, processes, and procedures.

The Must-Haves
• Background: Entry-Level. No prior professional experience is required, though any relevant experience will be considered an asset.
• Experience: 0 years required; candidates should demonstrate the ability to take ownership and proactively drive tasks to completion.
• Skills:
1. Fluent English communication, both written and spoken.
2. Exceptional attention to detail, accuracy, and quality.
3. Strong relationship-building skills and the ability to work effectively with diverse stakeholders.
4. Capability to manage multiple priorities and meet deadlines in a dynamic environment.
• Bonus:
1. Proficiency in French (written and spoken).
2. Ability to demonstrate experimental and responsible use of AI to improve outcomes and efficiency.