Wealth Management Intern: Build Client Impact

UBS; Princeton (NJ); On-site; USD 25,000 - 30,000; Part time

Job summary

UBS is seeking an intern for the Princeton Investment Consulting team in the Princeton, NJ branch to learn about the Wealth Management industry and our firm. You’ll work part-time in a client-focused environment, supporting advisors, compiling market research, and developing skills in portfolio analysis and client meeting preparation.

You’ll gain exposure to ultra-high net worth and high-net worth client services, attend leadership presentations, and build a network of mentors while learning how

Qualifications

• You must be enrolled in a two- or four-year college or university.
• Demonstrate genuine interest in Wealth Management.
• Balanced resume with solid academic performance and campus involvement.

Responsibilities

• work on projects that have a real impact on clients and gain product knowledge
• support our team of Wealth Management advisors and wealth strategy associates
• compile market and investment research
• leverage Microsoft Excel skills to assist with portfolio analysis
• prepare client meeting materials and generate performance reports
• assist with the responsibilities of running an entrepreneurial business model
• attend presentations by WMA leaders to help you understand our industry, culture and strategy

Skills

Analytical thinking

Ownership & organization

Detail-oriented

Communication

Judgement

Teamwork

Education

Enrollment in two- or four-year college

Tools

Microsoft Excel

Job description

UBS is seeking an intern for the Princeton Investment Consulting team in the Princeton, NJ branch to learn about the Wealth Management industry and our firm. You’ll work part-time in a client-focused environment, supporting advisors, compiling market research, and developing skills in portfolio analysis and client meeting preparation.

You’ll gain exposure to ultra-high net worth and high-net worth client services, attend leadership presentations, and build a network of mentors while learning how