Intern - Advisory Specialist
3 giorni fa
Job Reference #
331068BR
City
Milano, Italy
Your role
Are you passionate about personalized investment advice and want to develop your skills in the wealth management sector? Are you someone who loves to work in a team, results-oriented and eager to learn? We are looking for an International Advisory Specialist to support our team in the following activities
- Support the team in managing a portfolio of HNW/UHNW clients for the Italian market, collaborating with Client Advisors and end clients.
- Contribute to the preparation of opportunistic and tactical investment content and recommendations, in line with UBS's vision and the global financial market environment.
- Assisting the team in strategic and tactical advice on cross-asset investments, considering the performance objectives and risk profile of the clients.
- Support the implementation of products and investment strategies, ensuring a focus on quality and regulatory compliance.
- Participate in the monitoring of portfolios and the preparation of reports for clients, reporting any issues detected.
- Collaborate with Client Advisors to ensure seamless coverage and contribute to business development projects.
- Participate in marketing and market events as a representative of the Advisory Specialist team.
- Work in a collaborative team environment, contributing to the achievement of common goals.
Your team
You will work in the team of Advisory Specialists in Milan, part of the Advisory & Sales Italy team within the EMEA Global Wealth Management division. You will have the opportunity to learn from experienced professionals and gain practical skills in the field of investment advice.
Your expertise
- Interest in wealth management, investment advice and portfolio management.
- Ongoing or completed bachelor's degree in finance, economics, or a related field.
- Excellent knowledge of English and Italian.
- Proactive attitude, ability to work in a team and attention to detail.
- Good analytical and technical skills.
- Interest in financial markets and desire to learn in a dynamic and stimulating environment.
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
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.
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