Wealth Management Intern

UBS•Cleveland, OH
•$20•Onsite

About The Position

This internship offers a motivated self-starter the opportunity to dive into a fast-paced, client-focused work environment. Interns will work on projects that have a real impact on clients, support a team of wealth management experts, and gain product knowledge from internal and external partner sessions. The role also involves planning team marketing events and materials, and assisting with the responsibilities of running an entrepreneurial business model. The team is dynamic and located in the Cleveland Branch office, providing advice-based solutions to ultra-high net worth and high-net worth individuals and families.

Requirements

  • Must be enrolled in a two or four year college or university
  • Balanced resume which includes solid academic performance and campus involvement
  • Genuine interest in developing a career in Wealth Management
  • Positive with a can-do approach
  • Ability to analyze a problem, come up with ideas and make a decision
  • Ability to show good judgment
  • Ability to plan, organize and make things happen
  • Ability to communicate well and work within a team
  • Ability to stick with a task

Responsibilities

  • work on projects that have real impact on clients
  • support our team of wealth management experts
  • attend presentations by WMA leaders to help you understand our industry, culture and strategy
  • gain product knowledge from internal and external partner sessions to support your team
  • plan team marketing events and material
  • assist with the responsibilities of running an entrepreneurial business model
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