U
Programme
Internship
Location
Frankfurt
Duration
3 to 6 months
About the role
Internship in Wealth Management at UBS Frankfurt for 3-6 months starting August 2026. Support client advisors with portfolio checks, presentations, and client data management.
Role Responsibilities
- Support client advisors in preparing and following up on client meetings.
- Create presentations for investment advisory and acquisition discussions.
- Assist in responding to client inquiries and conducting portfolio checks.
- Help prepare wealth reports and investment proposals.
- Manage client data using Client Relationship Management tool CAWB.
- Conduct internet and database research on clients, markets, and products.
Team Environment
- Work at UBS Frankfurt branch within a diverse, collaborative team.
- Emphasis on inclusion, respect, and career development.
- Supportive of internal mobility and work-life balance.
Candidate Requirements
- At least in third semester of studies in business, economics, or finance.
- Preferably some finance-related internship experience.
- Strong analytical skills, flexibility, and reliability.
- Independent, systematic, and precise work approach.
- Strong service mentality, client orientation, and high engagement.
- Excellent German and English skills; proficient in MS Office.