Praktikum im Bereich Financial Intermediaries

About the role

Minimum six-month internship with UBS Wealth Management’s Financial Intermediaries Advisory & Trading Desk in Frankfurt. You will support customer-order processing, sales and advisory activities, governance, process improvements, client preparation, and management reporting while gaining practical exposure to capital markets, professional financial intermediaries, and Wealth Management operations.

Responsibilities

• Monitor and track customer orders, supporting smooth and compliant processing.
• Support sales and advisory activities through market, product, and customer analyses.
• Prepare and follow up on customer communications, meetings, presentations, and discussion materials.
• Contribute to product and service development for professional financial intermediaries.
• Support governance activities and update internal policies, documentation, and processes.
• Analyze workflows, develop process descriptions, and prepare management reports and project summaries.

Team and Exposure

• Join the Financial Intermediaries team within Global Wealth Management in Frankfurt am Main.
• The desk serves regulated financial institutions, including insurers, banks, portfolio managers, brokers, and private-label funds.
• Gain practical exposure to capital markets, securities, advisory, trading, and Wealth Management.
• Work with experienced colleagues and internal stakeholders across advisory, sales, and order processing.
• Take responsibility in daily operations and learn how an Advisory & Trading Desk functions.

Requirements

• Currently studying at least in the third semester, ideally economics, finance, natural sciences, or a comparable subject.
• Interest in capital markets, securities, asset management, sales, and advisory topics.
• Analytical, careful, structured, reliable, and quality-conscious working style.
• Good understanding of Microsoft Office, particularly Excel and PowerPoint.
• Clear communication skills, teamwork, independence, and a solution-oriented approach.
• Very good written and spoken German and English.