U
UBSDusseldorfInternship
Praktikum im Wealth Management in Düsseldorf
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.
1
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.
2
Additional Tasks
- Perform KYC checks on potential clients.
- Develop market-related topics and questions.
- Support central and local marketing activities.
3
Team and Location
- Work in UBS branch office in Düsseldorf.
4
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.