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Programme
Internship
Location
Italy - General
About the role
This internship supports UBS Wealth Management’s Italy team with discretionary mandates and alternative investment solutions. Based in Milan, the role covers investment communications, client-advisor support, monitoring tools, and CIO research. It offers practical exposure to wealth management, portfolio management, investment products, portfolio construction, and client servicing.
Responsibilities
- Coordinate monthly reviews and publication of after-sales materials and investment-related communications.
- Prepare and update sales and after-sales marketing materials and presentations for internal and client use.
- Support Client Advisors with product information, education, and updates on investment solutions and processes.
- Update business monitoring tools, dashboards, and analytical reports supporting team activities and business development.
- Monitor daily CIO research and market insights, sharing relevant content with key stakeholders.
Team and Exposure
- Join the Mandate Specialists Team in Milan within Advisory & Sales Italy Domestic, Global Wealth Management EMEA.
- Support Client Advisors and clients with discretionary mandates and alternative investment solutions.
- Gain practical exposure to investment products, portfolio construction, and client servicing activities.
- Learn from experienced professionals in the wealth management industry.