Intern – Advisory & Sales (A&S) – 6 months

About the role

UBS Monaco offers a 6-month internship in Advisory & Sales within Global Wealth Management. Interns support portfolio analysis, client meeting preparation, marketing, and investment communications, gaining exposure to discretionary portfolio management and economic presentations.

Role Responsibilities

• Assist with analysis and screening of investment portfolios.
• Support preparation of investment and client meetings.
• Develop marketing presentations for client engagement.
• Monitor and review discretionary and advisory portfolios.
• Write internal communications related to investments.
• Participate in portfolio management projects and idea generation.

Team and Environment

• Work within UBS Monaco's Wealth Management division since 1956.
• Serve Ultra High Net Worth and High Net Worth clients, family offices, intermediaries.
• Opportunity to rotate across teams for broad exposure.
• Collaborate with private bankers on economic views and investment ideas.

Candidate Requirements

• Pursuing BAC +4/5 or equivalent in economics/finance.
• Fluent in English and/or French; other languages valued.
• Proficient in Excel and VBA; Bloomberg and Reuters knowledge a plus.
• Previous financial sector internship experience preferred.
• Strong interpersonal, analytical, writing skills; proactive and agile.
• Valid internship agreement, Monaco work authorization, active student status.