Luxembourg
Sales
Global Wealth Management
Job Reference #
333138BR
City
Luxembourg
Your role
Are you a people person? Do you know how to spread your enthusiasm about the markets to others? We are looking for someone to:
School or university internship agreement is mandatory.
Start date: March 2026
- Follow the global financial markets and our clients' portfolio
- Assist in regular assessments of the client risk profile and the client preferences
- Support the delivery of proactive investment advice on multi-asset-class portfolios to sophisticated international clients from the UHNW and the HNW segment in line with the UBS House View
- Help to contact clients with market updates and provide them with relevant and timely investment content and recommendations
- Cooperate with Client Advisors and other stakeholders in relation to the bank's investment process
School or university internship agreement is mandatory.
Start date: March 2026
Your team
In this role you will be working in the A&S team together with Active Advisory team, the Advisory Specialist team and the sales management team. Our team provides proactive investment advice based on the UBS investment policy, and support clients in the implementation of appropriate investment products and strategies. We monitor the portfolios on an ongoing basis, execute and report client trades, maintain up-to-date client records and documentation to ensure adherence to agreed investment mandate objectives, compliance requirements and trading procedures.
Your expertise
- a finance-related University degree or currently pursuing one
- some experience or interest in Investment Advisory or Portfolio/Asset Management across all asset classes with a focus on private clients / family offices
- a results-oriented and proactive outgoing personality
- good client relationship skills and an ability to understand client investment needs and objectives
- good command of English
- basic knowledge in all asset classes
- a results-oriented, sales driven and proactive outgoing personality
- careful and self-motivated with good communication skills
- self-directed, proactive and reliable
- good analytical and organizational skills
- Knowledge of Bloomberg would be a plus
- Advanced knowledge of MS Office Products is required
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 ubs.com/careers.
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 ubs.com/careers.
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.
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.
When applying for this role, please note that additional background checks may be carried out and an original of your criminal record may be requested.
When applying for this role, please note that additional background checks may be carried out and an original of your criminal record may be requested.
