Wealth Management Intern

UBS; Cleveland (OH); On-site; USD 25,000 - 30,000; Part time

Job summary

UBS in Cleveland is seeking a motivated undergraduate student for a part-time internship in Wealth Management. You will join a dynamic team, support client-focused initiatives, and gain real exposure to advisory services while balancing study commitments.

You will participate in team events, learn from leaders, and contribute to projects that matter to clients. This role emphasizes problem-solving, teamwork, and a proactive, can-do attitude in a fast-paced financial environment.

Qualifications

• Enrolled in a two- or four-year college or university.
• Strong academic performance and campus involvement.
• Interest in wealth management and client-focused work.
• Evidence of problem analysis, judgment, planning, and teamwork.

Responsibilities

• Work on projects that have real impact on clients.
• Support wealth management experts.
• Attend presentations by WMA leaders to understand industry, culture and strategy.
• Gain product knowledge from partner sessions to support your team.
• Plan team marketing events and materials.
• Assist with the responsibilities of running an entrepreneurial business model.

Skills

Analytical thinking

Good judgment

Planning & organizing

Communication

Teamwork

Can-do attitude

Education

Enrolled in a two- or four-year college/university

Job description

Key Responsibilities

Are you a motivated self-starter? Can you take an assignment and run with it? If you're ready to dive into a fast-paced, client-focused work environment, an internship may be the right fit for you.

• work on projects that have real impact on clients
• support our team of wealth management experts
• attend presentations by WMA leaders to help you understand our industry, culture and strategy
• gain product knowledge from internal and external partner sessions to support your team
• plan team marketing events and material
• assist with the responsibilities of running an entrepreneurial business model

Job Type

Part Time, Temporary / Contract

Job Reference #

344766BR

City

Cleveland

Key Responsibilities

Are you a motivated self-starter? Can you take an assignment and run with it? If you're ready to dive into a fast-paced, client-focused work environment, an internship may be the right fit for you.

• work on projects that have real impact on clients
• support our team of wealth management experts
• attend presentations by WMA leaders to help you understand our industry, culture and strategy
• gain product knowledge from internal and external partner sessions to support your team
• plan team marketing events and material
• assist with the responsibilities of running an entrepreneurial business model

The team

You’ll be working for a dynamic team in the Cleveland Branch office where we provide advice-based solutions. Our financial advisors deliver a fully integrated set of products and services specifically designed to address the needs of ultra-high net worth and high-net worth individuals and families.

Your Skills And Experience

You need to be enrolled in a two or four year college or university. In particular, you have:

• a balanced resume which includes solid academic performance and campus involvement
• a genuine interest in developing a career in Wealth Management

You are:

• positive with a can-do approach

It doesn’t matter what you’re studying (you don't need to be a financial guru). But we’d like to see evidence that you can:

• analyze a problem, come up with ideas and make a decision
• show good judgment
• plan, organize and make things happen
• communicate well and work within a team
• stick with a task

Have you participated in teams sports? Organized a volunteer project? Taken a challenging class and aced it?

Think about your achievements and how they match the skills we’re after.

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.

Salary information

The indicative gross base salary for this role is USD 20 /hour.

Please note this role is not eligible for UBS benefits or additional incentives.

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.