Brazil Job Openings

UBS

Wealth Management Investment Consultant Intern

São Paulo

PART TIME

September 16, 2024

Brazil

Client advisory / Relationship management

Global Wealth Management

Job Reference #

297890BR

City

Sao Paulo

Job Type

Part Time

Your role

The Intern will assist clients by providing Investment Consulting services, which includes trading interaction, trading insights, performance reports and portfolio advisory. The scope also includes market and product analysis, Suitability and regulatory verification, and optimization of general processes.

Our team offers expert advisory to clients on managing their investments, both in the country and across international markets. The team goes the extra mile to deliver outstanding services, building strong partnerships with their clients and collaborating effectively with other professionals in the company.

Our team is responsible for providing advisory to Brazilian clients, including their investments on both onshore and offshore markets. The team is focused on providing clients with excellence through high commitment and partnerships with clients and internal stakeholders.

Your team

At the CSHG WM IC team, responsibility and learning go hand-in-hand. We take clients’ investments seriously, both in Brazil and abroad, and constantly pursue the best ways to serve them. We stay current with market changes and regulations, so that our advice can be relevant and appropriate. We collaborate with all areas of the bank, applying knowledge to craft personalized solutions that raise the bar for our clients. It's a team where everyone works hard, learns fast, and helps each other succeed.

Your expertise

Dedicated person that will assist clients with Investment Advisory services, including both regulatory knowledge, and market and product analysis.

Degree in Engineering / Economics / Business Administration;
Analytical mindset that encompasses logic and math;
Good Communication Skills;
Strong foundations in Corporate Finance, Derivatives, Statistics and Financial products;
English;
Investment Certifications (Desirable): CEA (Anbima);
Dedication to fostering an inclusive culture and valuing a diverse perspective

About us

UBS 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.

Join us

At UBS, 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 #team UBS and make an impact?

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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