Praktikum im Wealth Management in Düsseldorf

About the role

Paid 6-month internship in Wealth Management at UBS Düsseldorf starting 01.10.2026. Support client advisors with portfolio checks, client data management, and market research.

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 investment proposals and wealth reports.
• Manage client data using Client Relationship Management tool CAWB.
• Conduct internet and database research on target clients and market topics.

Additional Tasks

• Perform KYC checks on potential clients.
• Develop market-related topics and questions.
• Support central and local marketing activities.

Team and Location

• Work in UBS branch office in Düsseldorf.

Candidate Requirements

• At least in third semester of studies in business, economics, or finance.
• Completed initial finance-related internships.
• Strong analytical skills, flexibility, and reliability.
• Independent, systematic, and precise work style.
• Strong service mentality, customer orientation, and high commitment.
• Excellent German and English skills, proficient in MS Office.