Global Wealth Management Intern - Commercial Team

UBS; São Paulo; On-site; BRL 20,000 - 27,000; Part time

Benefits offered by this job

On-site in São Paulo

Job summary

UBS is seeking an intern to support the Commercial Area and Relationship Executives in São Paulo, focusing on investments in local and international markets within the Wealth Management team.

Ideal candidates are Business Administration, Economics, or International Relations students, available for 30 hours per week on-site, proficient in MS Excel/Word/PowerPoint, and fluent in Portuguese and English. You will assist with client documentation, KYC, suitability, and portfolio analyses.

Qualifications

• Portuguese and English language proficiency required.
• Availability to work 30h per week on-site in São Paulo.
• MS Office skills and strong organizational abilities.

Responsibilities

• Support the Commercial Area and Relationship Executives.
• Assist with analyses and reports on clients' investment portfolios.
• Help the Client Advisor Assistants with documentation (contract, KYC, suitability).
• Coordinate contact with Banks and Custodians.
• Meet operational needs of the commercial team.

Skills

Portuguese language

English language

Autonomy

Attention to details

Education

Student in Business Administration/Economics/International Relations

Tools

MS Excel

MS Word

PowerPoint

Job description

Key Responsibilities
Are you communicative and want to develop your knowledge about investments in the local and international market? Do you want to work in a Multi-Family Office?

Job Type
Part Time
Job Reference #
345048BR
City
Sao Paulo
Key Responsibilities
Are you communicative and want to develop your knowledge about investments in the local and international market? Do you want to work in a Multi-Family Office?
We are looking for an intern to:

• support to the Commercial Area and Relationship Executives
• help the prepare of analyses and reports on the investment portfolio of clients
• assist the Client Advisor Assistants with clients’ documentation (contract, KYC, suitability, among others), according to the internal flows of UBS Consensus and with the requirements of the business partners chosen by our clients
• make contact Banks and Custodians
• meet the operational demands of the commercial team
  

The team
You will work on the Wealth Management team based in Sao Paulo, Brazil. You will be part of the commercial team and know every process that connects us with each client. Working with our investment experts and our business managers - who will help you understand about the industry, our customers, and our business model - you will have several opportunities to develop your knowledge and make new contacts.
Your Skills And Experience

• students of Business Administration, Economics, International Relations, or related areas with graduation date on dec/27 or after
• availability to work 30h per week
• MS Excel, Word, and PowerPoint skills
• organized and able to work with autonomy
• attention to details
• proficient language skills in Portuguese and advanced English
• availability to work on-site in São Paulo, Brazil
• you’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use.
  

About Us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
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.