UBS · 1 day ago
Intern
Illinois, United States
Internship
Onsite
Intern
$20/hr - $20/hrUBS is a leading global wealth manager and universal bank based in Zurich, Switzerland. In this role, you will work closely with a Financial Advisor to assist with research, client documentation, and various administrative tasks, contributing to the overall client experience.
Asset ManagementBankingFinancial ServicesWealth Management
Responsibilities
Research and analyze portfolio holdings
Prepare client documents for annual review meetings and status calls
Schedule Client and Prospect Meetings
Contact clients to confirm monthly calls
Plan team and client networking events
Navigate and use UBS specific software and tools
Miscellaneous tasks as assigned
Qualification
Required
Strong communication skills, both verbal and written
Proficient in Microsoft Office
Quick to learn new software and programs
Organized and detail oriented
Inquisitive
Company
UBS
UBS is a financial services firm engaged in wealth management, investment banking, asset management, and retail banking.
Founded in 1998
10001+ employees
H1B Sponsorship
UBS has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (8)
2024 (7)
2023 (3)
2022 (6)
2021 (5)
2020 (4)
Funding
Current Stage
Public CompanyTotal Funding
$12.57B2025-11-03Post Ipo Debt· $3.25B
2025-09-09Post Ipo Debt· $1.17B
2024-09-06Post Ipo Debt· $1.5B
Leadership Team
Sergio P. Ermotti
Group Chief Executive Officer
James Walker
Head CTO for Core Technology & Platforms
Recent News
bloomberglaw.com
2026-01-08
2026-01-05
2026-01-03
Company data provided by crunchbase