Philadelphia, Pennsylvania, USA
3 days ago
Private Wealth Management Intern
Are you a motivated self-starter? Can you take an assignment and run with it? If you're ready to dive into a client-focused work environment, an internship at UBS Private Wealth Management may be the right fit for you.
We welcome interns to join our team to learn about the Private Wealth Management industry and our firm. Our financial advisors and their teams deliver a fully integrated set of products and services specifically designed to address the needs of ultra-high net worth and high-net worth individuals and families. This is an opportunity to gain valuable insight, develop new skills, and establish a network of mentors and business contacts.

We're looking for an intern to:

• 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
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