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UBSMonacoInternship

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

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.

1

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.
2

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.
3

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.