Internship 2023, A&s Europe Active Advisory
vor 4 Wochen
Switzerland - Zürich
- Business management, administration and support, Client advisory / Relationship management
- Global Wealth Management
**Job Reference #**
- 268216BR
**City**
- Zürich
**Type**
- Intern Analyst (Pipeline)
**Your role**
- Are you a people person? Do you know how to spread your enthusiasm about the markets to others?
- We're looking for someone like that to support the Active Advisors in their daily work such as:
- provide pro-active investment advice on multi-asset-class portfolios directly to sophisticated clients from BU Europe, matching the personal risk tolerance and investment preferences of each client
- monitor international financial markets and contact clients with regular market updates
- ensure a constant flow of opportunistic and tactical investment content and recommendations in-line with the UBS house view
- support clients in the implementation of appropriate investment products and strategies
- perform regular reviews of client preferences, systematic monitoring of client portfolios, execution of client trades and timely notifications of detected quality issues
- maintain up-to-date client documentation to ensure adherence to agreed investment mandate objectives (SAA/TAA), compliance requirements and trading procedures.
- liaise extensively with Relationship Managers, DH's and Capital Markets in connection with the bank's investment process
**Internship**
Our 6 month internship is an ideal way to gain the work experience you’ll need to launch your career. It’s also an opportunity to work with and learn from some of our sharp people in finance.
- From the start of the program, you’ll be right at the heart of the business, taking part in the day-to-day operations. You’ll not only learn about the business of finance from top to bottom, you’ll also experience our unique workplace culture.
- To learn more about our Internship Programs, click here.
**Your team**
- You’ll be working in the A&S Active Advisory EUIN & GFIW Team. Active Advisory (AA) offers discerning and active clients specific investment ideas that correspond to their individual investment strategies which can be implemented in their portfolios. AA is set up especially for clients who want more active consulting and whose complex and sophisticated investment requirements (multi assets) demand a tailored approach. An Active Advisor, in close collaboration with all internal and external stakeholders (e.g. research, market information tools), works directly with clients and provides advice and guidance on investment products and services.
- You’ll be working in the Active Advisory EUI team in Zurich. We are a diverse team of 10 advisors and work with clients based in European locations, such as Germany, UK, Netherlands etc.
- Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.
**Your expertise**
- You need have completed at least four semesters of your bachelor’s degree or have obtained your master's degree within the last 6 months.
- In particular, you have:
- good communication skills, be comfortable interacting with colleagues at all levels
- a flexible, open-minded and cooperative personality (you’re a people person)
- an interest in financial markets, numbers and investment products
- an interest in working in a fast-paced international environment as part of a team
- a structured work style, confident working autonomously
- the ability to stay on track, even when dealing with tight deadlines
- excellent German and English (written and oral)
- Start date: 03.04.2023
**About us**
- UBS is the world’s largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
- With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
**Join us**
- At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
- From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
**Disclaimer / Policy Statements**
- UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives,
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