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Intern A&S Active Advisory
Posted on March 10, 2025
- Luxembourg, Luxembourg
- No Salary information.
- Internship
Luxembourg
Client advisory / Relationship management
Global Wealth Management
Job Reference #
315229BR
City
Luxembourg
Your role
Are you a people person? Do you know how to spread your enthusiasm about the markets to others? We are looking for someone to:
- Follow the global financial markets and our clients' portfolio
- Assist in regular assessments of the client risk profile and the client preference
- Support the delivery of proactive investment advice on multi-asset-class portfolios to sophisticated international clients from the UHNW and the HNW segment in line with the UBS House View
- Help to contact clients with market updates and provide them with relevant and timely investment content and recommendations
- Cooperate with Client Advisors and other stakeholders in relation to the bank's investment process
Your team
In this role you will be working in the Active Advisory team (A&S). Our team provides proactive investment advice based on the UBS investment policy, and support clients in the implementation of appropriate investment products and strategies. We monitor the portfolios on an ongoing basis, execute and report client trades, maintain up-to-date client records and documentation to ensure adherence to agreed investment mandate objectives (SAA/TAA), compliance requirements and trading procedures.
Your expertise
- a finance-related University degree or currently pursuing one
- some experience or interest in Investment Advisory or Portfolio/Asset Management across all asset classes with a focus on private clients / family offices
- a results-oriented and proactive outgoing personality
- good client relationship skills and an ability to understand client investment needs and objectives
- good command of English and one Scandinavian language
- basic knowledge in all asset classes
- a results-oriented, sales driven and proactive outgoing personality
- careful and self-motivated with good communication skills
- self-directed, proactive and reliable
- good analytical and organizational skills
- Knowledge of Bloomberg would be a plus
- Advanced knowledge of MS Office Products is required
About us
UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..
We have a presence in all major financial centers in more than 50 countries.
We have a presence in all major financial centers in more than 50 countries.
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
Contact Details
UBS Business Solutions SA
UBS Recruiting
UBS Recruiting
Disclaimer / Policy Statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
When applying for this role, please note that additional background checks may be carried out and an original of your criminal record may be requested.
When applying for this role, please note that additional background checks may be carried out and an original of your criminal record may be requested.
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