U
Programme
Internship
Location
Monaco
Duration
Six months
About the role
Six-month internship in UBS Monaco’s Advisory & Sales department within Global Wealth Management. The intern will support discretionary portfolio and advisory-client teams through portfolio analysis, meeting preparation, investment communications, marketing materials, and investment-idea generation, while gaining exposure to portfolio management projects and macroeconomic views for private bankers.
Responsibilities
- Analyze and screen investment portfolios.
- Assist with preparing investment and client meetings.
- Develop marketing presentations and write internal investment communications.
- Monitor and review discretionary and advisory portfolios.
- Participate in discretionary portfolio management projects.
- Generate investment ideas and present macroeconomic and microeconomic views to UBS private bankers.
Team and Exposure
- Join UBS Monaco’s Advisory & Sales department within Global Wealth Management.
- Support colleagues responsible for discretionary portfolios and advisory clients.
- Rotate within teams to gain insights from several departments.