Private Wealth Management Intern
| Company | UBS |
|---|---|
| Location | Philadelphia, PA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Internship |
| Degrees | Bachelor’s |
| Experience Level | Internship |
Requirements
- enrolled in a two- or four-year college or university
- a balanced resume which includes solid academic performance and campus involvement
- a genuine interest in exploring the field of Wealth Management
Responsibilities
- 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
Preferred Qualifications
- 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