Praktikum im Wealth Management, Hamburg

About the role

This 3–6-month Wealth Management internship supports UBS’s Hamburg branch and its client advisors. You will gain practical experience in a global wealth-management environment while assisting with client administration, meetings, correspondence, presentations, portfolio analysis, investment recommendations, internal meetings, and client or prospect events.

Responsibilities

• Support client advisors with administrative activities and learn the Client Advisor Workbench (CAWB).
• Prepare and follow up on client meetings, including drafting client correspondence.
• Support responses to client inquiries.
• Create presentations and investment proposals.
• Analyze client portfolios and prepare recommendations based on Chief Investment Office assessments.
• Prepare data for internal meetings and support client and prospect events.

Requirements

• Completed undergraduate degree in business administration, economics, or finance.
• Completed relevant internships in the financial services industry.
• Strong analytical skills and very good MS Office knowledge.
• Very good German and English language skills.
• Motivation to undertake new tasks and work independently.
• Team-oriented, quick-thinking, flexible, reliable, personable, and highly committed.

Team and Location

• Work in UBS’s Hamburg branch within Global Wealth Management.
• Support the local team serving wealthy private clients.