Advisory Intern (Jan-June)

UOB • Phoenix, AZ

1d

About The Position

The Advisory Intern will support the Wealth Management Advisory team in providing core wealth advisory services, gaining hands-on experience in financial markets, investment analysis and strategies, and wealth advisory approach.

Requirements

• Currently pursuing a Bachelor's degree in Finance, Economics, Accountancy, Business Administration, or a related quantitative field.
• Strong academic record with a demonstrated interest in financial markets and advisory services.
• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) is essential.
• Excellent analytical, problem-solving, and critical thinking skills.
• Strong written and verbal communication skills, with the ability to articulate complex ideas clearly and concisely.
• Ability to work effectively both independently and as part of a team in a fast-paced environment.
• Detail-oriented with a high level of accuracy in work.
• Enjoys problem solving and working with different stakeholders.

Nice To Haves

• Ability to work with large databases is a plus.
• Prior internship experience in banking or financial services is a plus but not required.

Responsibilities

• Assist in the shift of advisory framework, including the handling of data mapping of systems and tools.
• The preparation of weekly briefings.
• Internal communications of investment strategies.
• Publication of monthly reports (both internal and external).
• Preparation of half-yearly Market Outlook report (external).
• Preparations for client events, including regional seminars.
• Assist the team in media requests.
• Assist in liasing with internal stakeholders for different projects and initiatives.

What This Job Offers

• Career Level: Intern
• Number of Employees: 5,001-10,000 employees