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Advisory & Sales Internship (6 months)

UBS · Monaco

Junior 🇬🇧 English

Job description

About the role

This 6‑month internship is based in UBS Monaco’s Advisory & Sales (A&S) department. The intern will be fully integrated into the team, supporting both discretionary portfolio managers and advisory client advisors.

Key responsibilities

  • Assist colleagues managing discretionary portfolios and advisory clients.
  • Support analysis and screening of investment portfolios.
  • Help prepare materials for investment and client meetings.
  • Develop marketing presentations.
  • Monitor and review discretionary and advisory portfolios.
  • Write internal communications related to investments.
  • Participate in discretionary portfolio management projects.
  • Generate investment ideas for active portfolio advisory premium clients.
  • Present macro‑ and micro‑economic views to UBS private bankers.

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      Published 3 months ago

      22 views · 0 interested

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      UBS

      Monaco