UBS

Wealth Management Intern

UBS

New Jersey, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you a driven and ambitious individual looking for a hands-on experience in the world of wealth management? Look no further, as UBS is currently seeking a talented Wealth Management Intern to join our team. As an intern, you will have the opportunity to work closely with experienced professionals and gain valuable insights into the financial industry. We are looking for someone who is passionate about finance, has strong analytical skills, and is eager to learn and grow. If you are ready to take the first step towards a successful career in wealth management, we encourage you to apply for this exciting opportunity at UBS.

  1. Collaborate with experienced professionals to gain practical knowledge and skills in wealth management.
  2. Conduct market research and analysis to support decision making.
  3. Assist with portfolio management and investment strategies.
  4. Develop and maintain relationships with clients and provide exceptional customer service.
  5. Learn and understand financial products and services offered by UBS.
  6. Create and present reports and presentations to senior management.
  7. Participate in team meetings and contribute ideas to improve processes.
  8. Maintain confidentiality and adhere to company policies and procedures.
  9. Continuously learn and stay updated on industry trends and developments.
  10. Take initiative to complete tasks and projects assigned by supervisors.
  11. Demonstrate strong analytical and problem-solving skills.
  12. Show enthusiasm and eagerness to learn and grow in the field of wealth management.
  13. Communicate effectively with team members and clients.
  14. Adhere to deadlines and manage time effectively.
  15. Represent UBS in a professional and positive manner at all times.
Where is this job?
This job is located at New Jersey, USA
Job Qualifications
  • Strong Analytical And Problem-Solving Skills: As A Wealth Management Intern At Ubs, You Will Be Required To Analyze Complex Financial Data And Develop Strategic Solutions For Clients. Therefore, Having Strong Analytical And Problem-Solving Skills Is Essential.

  • Knowledge Of Financial Products And Markets: A Solid Understanding Of Financial Products Such As Stocks, Bonds, And Mutual Funds, As Well As The Current Market Trends And Economic Conditions, Is Crucial For This Role.

  • Excellent Communication And Interpersonal Skills: As A Wealth Management Intern, You Will Be Working Closely With Clients And Team Members. Therefore, Strong Communication And Interpersonal Skills Are Necessary To Effectively Communicate Complex Financial Concepts And Build Relationships With Clients.

  • Attention To Detail: Wealth Management Involves Handling Large Sums Of Money And Making Important Financial Decisions. Therefore, Attention To Detail Is Crucial To Ensure Accuracy And Avoid Costly Mistakes.

  • Ability To Work In A Fast-Paced Environment: The Financial Industry Is Fast-Paced And Constantly Changing. As An Intern At Ubs, You Should Be Able To Adapt Quickly And Work Efficiently In A Dynamic Environment. This Includes Being Able To Handle Multiple Tasks And Meet Tight Deadlines.

Required Skills
  • Risk Management

  • Financial Analysis

  • Communication Skills

  • Data Analysis

  • Market Research

  • Report Writing

  • Portfolio Management

  • Client Relationship Management

  • Asset allocation

  • Wealth planning

  • Tax

  • Investment Strategies

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Wealth Management Intern in New Jersey, USA is between $40,000 and $60,000 per year. This can vary depending on the specific company, location, and level of experience of the intern. Some internships may also offer additional benefits such as housing or transportation allowances.

Additional Information
UBS is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 22nd, 2025
Apply BeforeJune 21st, 2025
This job posting is from a verified source. 

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About UBS

UBS is a global firm providing financial services in over 50 countries. The company provides wealth management, asset management, and investment banking services for private, corporate, and institutional clients worldwide.

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