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Wealth Management Intern - Commercial Team

Company not shown
Brazil  Sao Paulo, Brazil
Internship, Management, English

Job Description:

Job Reference #

Job Type
Full Time

Your role
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 (COMPANY NAME) 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

Your team
You will work on the Wealth Management team based in São 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 expertise

* students of Business Administration, Economics, International Relations, or related areas with graduation date on dec/25 or after
* availability to work 30h per week
* ideally advanced English (writing and speaking)
* MS Excel, Word, and PowerPoint skills
* organized and able to work with autonomy
* attention to details

About Us
(COMPANY NAME) is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..

We have a presence in all major financial centers in more than 50 countries.

How We Hire

We may request you to complete one or more assessments during the application process. Learn more

Join us
At (COMPANY NAME), we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?

Disclaimer / Policy Statements
(COMPANY NAME) 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

Source: Company website
Posted on: 02 Jun 2024
Type of job: Internship
Industry: Banking / Finance
Languages: English
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