02 ott - Milano
Ubs
Your role
Are you passionate about investment solutions and wealth management? Do you enjoy working in a dynamic environment, collaborating with different stakeholders, and developing your understanding of portfolio management for both traditional and alternative investments? We are looking for a Mandate Specialist Intern to support our team in delivering investment solutions to UBS Wealth Management clients in Italy.
Responsibilities
As a Mandate Specialist Intern, you will support the team in a variety of activities related to discretionary mandates and alternative investments. Your responsibilities may include:
- Coordinate the monthly review and publication of after-sales materials and support the distribution of investment-related communications.
- Prepare and update sales and aftersales marketing materials and presentations for internal and client use.
- Support Client Advisors by providing product-specific information, education and updates on investment solutions and investment processes.
- Update business monitoring tools, dashboards and analytical reports to support team activities and business development initiatives.
- Monitor daily CIO research and market insights, identifying and sharing the most relevant content with main stakeholders.
Your team
You will work within the Mandate Specialists Team in Milan, part of the Advisory & Sales Italy Domestic organization within Global Wealth Management EMEA. The team is responsible for supporting Client Advisors and Clients with Discretionary mandates and Alternative Investment solutions. You will have the opportunity to learn from experienced professionals and gain practical exposure to the wealth management industry, investment products, portfolio construction and client servicing activities.
Your expertise
- Genuine interest in Wealth Management, Portfolio Management and Investment Solutions, including Alternatives (Hedge Funds and Private Markets)
- Currently pursuing or recently completed a Master’s Degree in Finance, Economics, Business Administration, or a related field.
- Fluent in English and Italian.
- Strong analytical and quantitative skills.
- Excellent interpersonal skills and a collaborative mindset.
- Proactive attitude with a willingness to learn and take ownership of tasks.
- Ability to work effectively in a team-oriented and fast-paced environment.
- Good knowledge of Microsoft Office applications, particularly Excel and PowerPoint.
About Us
UBS is a leading and truly global wealth manager and the leading universal
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