Intern

UBS•Mount Laurel Township, NJ

About The Position

This internship is for a motivated self-starter interested in a fast-paced, client-focused work environment. Interns work with wealth management experts to learn about the industry, clients, and firm while gaining insight, developing skills, and establishing professional contacts. The internship is based within a WMA branch office, where financial advisors provide advice-based, integrated products and services for ultra-high-net-worth and high-net-worth individuals and families. The intern contributes to projects with client impact, supports wealth management experts, learns about the firm's industry, culture, strategy, and products, and helps plan team marketing events and materials. The role also offers exposure to the responsibilities of operating an entrepreneurial business model.

Requirements

  • Be enrolled in a two- or four-year college or university.
  • Have a balanced resume that includes solid academic performance and campus involvement.
  • Have a genuine interest in developing a career in Wealth Management.
  • Demonstrate a positive, can-do approach.
  • Be able to analyze problems, generate ideas, and make decisions.
  • Demonstrate good judgment.
  • Be able to plan, organize, and execute tasks.
  • Communicate well and work within a team.
  • Be able to persist with a task.

Responsibilities

  • Work on projects that have real impact on clients.
  • Support the team of wealth management experts.
  • Attend presentations by WMA leaders to learn about the industry, culture, and strategy.
  • Gain product knowledge through internal and external partner sessions to support the team.
  • Plan team marketing events and materials.
  • Assist with the responsibilities of running an entrepreneurial business model.
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