Client Associate
Mclean, VA · On-site
... 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.
Mclean, VA · On-site
... 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.
Mclean, VA · On-site
... 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.
Washington, DC · On-site
$20.50 - $28/hr
... 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.
Washington, DC · On-site
$20.50 - $28/hr
... 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.
Bethesda, MD · Hybrid
For example, a former intern joined the business in a trading-focused capacity and has earned ... Help manage and eventually assume greater responsibility for established advisor relationships and ...
New
Bethesda, MD · Hybrid
For example, a former intern joined the business in a trading-focused capacity and has earned ... Help manage and eventually assume greater responsibility for established advisor relationships and ...
New
Bethesda, MD · On-site
$60K - $100K/yr
For example, a former intern joined the business in a trading-focused capacity and has earned ... Help manage and eventually assume greater responsibility for established advisor relationships and ...
New
Bethesda, MD · On-site
$60K - $100K/yr
For example, a former intern joined the business in a trading-focused capacity and has earned ... Help manage and eventually assume greater responsibility for established advisor relationships and ...
New
Bethesda, MD · Hybrid
$60K - $100K/yr
For example, a former intern joined the business in a trading-focused capacity and has earned ... Help manage and eventually assume greater responsibility for established advisor relationships and ...
New
Quick apply
Bethesda, MD · Hybrid
$60K - $100K/yr
For example, a former intern joined the business in a trading-focused capacity and has earned ... Help manage and eventually assume greater responsibility for established advisor relationships and ...
New
Washington, DC · On-site
$17.95 - $20/hr
Medical
Dental
Vision
Life
Retirement
PTO
Gain exposure to wealth management business, products, services and clients' financial needs. Requirements High school diploma required. In pursuit of college degree preferable. * At least 18 years ...
Washington, DC · On-site
$17.95 - $20/hr
Medical
Dental
Vision
Life
Retirement
PTO
Gain exposure to wealth management business, products, services and clients' financial needs. Requirements High school diploma required. In pursuit of college degree preferable. * At least 18 years ...
$18.40 - $20/hr
Medical
Dental
Vision
Life
Retirement
PTO
Gain exposure to wealth management business, products, services and clients' financial needs. Requirements High school diploma required. In pursuit of college degree preferable. * At least 18 years ...
$18.40 - $20/hr
Medical
Dental
Vision
Life
Retirement
PTO
Gain exposure to wealth management business, products, services and clients' financial needs. Requirements High school diploma required. In pursuit of college degree preferable. * At least 18 years ...
... wealth management, and institutional investments. Interns will work directly with the Relationship Team and senior management to support daily operations related to underwriting (portfolio ...
... wealth management, and institutional investments. Interns will work directly with the Relationship Team and senior management to support daily operations related to underwriting (portfolio ...
Washington, DC · On-site
Do you want to build a career in marketing and business development within a high-performing wealth management practice? We're looking for a Client Associate to: Run the team's weekly referral review ...
New
Washington, DC · On-site
Do you want to build a career in marketing and business development within a high-performing wealth management practice? We're looking for a Client Associate to: Run the team's weekly referral review ...
New
$15 - $20.25/hr
... wealth. The hours are flexible and intern will work in our Northern Virginia General Office in ... management systems -Drive and determination -Vibrant personality and professional presence ...
$15 - $20.25/hr
... wealth. The hours are flexible and intern will work in our Northern Virginia General Office in ... management systems -Drive and determination -Vibrant personality and professional presence ...
Vienna, VA · On-site
$15 - $20.25/hr
... wealth. The hours are flexible and intern will work in our Northern Virginia General Office in ... management systems -Drive and determination -Vibrant personality and professional presence ...
Vienna, VA · On-site
$15 - $20.25/hr
... wealth. The hours are flexible and intern will work in our Northern Virginia General Office in ... management systems -Drive and determination -Vibrant personality and professional presence ...
Washington, DC · Hybrid
$18.40/hr
... wealth and live well. Founded in 1990 and headquartered in Washington, DC, NCRC works with ... Strong organizational skills, attention to detail, and ability to manage multiple priorities
Washington, DC · Hybrid
$18.40/hr
... wealth and live well. Founded in 1990 and headquartered in Washington, DC, NCRC works with ... Strong organizational skills, attention to detail, and ability to manage multiple priorities
Washington, DC · On-site
$18.40/hr
... wealth and live well. Founded in 1990 and headquartered in Washington, DC, NCRC works with ... Strong organizational skills, attention to detail, and ability to manage multiple priorities
Quick apply
Washington, DC · On-site
$18.40/hr
... wealth and live well. Founded in 1990 and headquartered in Washington, DC, NCRC works with ... Strong organizational skills, attention to detail, and ability to manage multiple priorities
Washington, DC · On-site
$18.40/hr
... wealth and live well. Founded in 1990 and headquartered in Washington, DC, NCRC works with ... Strong organizational skills, attention to detail, and ability to manage multiple priorities
Washington, DC · On-site
$18.40/hr
... wealth and live well. Founded in 1990 and headquartered in Washington, DC, NCRC works with ... Strong organizational skills, attention to detail, and ability to manage multiple priorities
Washington, DC · On-site
$19.61/hr
... wealth screening tools, foundation databases, SEC/FEC filings, news monitoring); * Assist with ... Database & Moves Management Support * Enter and maintain research notes, ratings, and prospect ...
Washington, DC · On-site
$19.61/hr
... wealth screening tools, foundation databases, SEC/FEC filings, news monitoring); * Assist with ... Database & Moves Management Support * Enter and maintain research notes, ratings, and prospect ...
ProSidian is a management and operations consulting firm with a reputation for its strong national ... As a ProSidian Consulting intern, you own a project or participate in an Engagement Support ...
ProSidian is a management and operations consulting firm with a reputation for its strong national ... As a ProSidian Consulting intern, you own a project or participate in an Engagement Support ...
Mclean, VA · On-site
Medical
Dental
Vision
Life
Retirement
PTO
Supervise train, mentor, and evaluate Intern, Associate and Senior Associates; and * Receive formal ... wealth transfer techniques, charitable giving strategies, buy/sell agreement planning, etc. The ...
Mclean, VA · On-site
Medical
Dental
Vision
Life
Retirement
PTO
Supervise train, mentor, and evaluate Intern, Associate and Senior Associates; and * Receive formal ... wealth transfer techniques, charitable giving strategies, buy/sell agreement planning, etc. The ...
Washington, DC · On-site
Medical
Dental
Vision
Life
Retirement
PTO
Manage gift processing, donor acknowledgments, pledge tracking, CRM updates, and related ... Coordinate with our external screening vendor to submit donor lists for bulk wealth screening, and ...
Washington, DC · On-site
Medical
Dental
Vision
Life
Retirement
PTO
Manage gift processing, donor acknowledgments, pledge tracking, CRM updates, and related ... Coordinate with our external screening vendor to submit donor lists for bulk wealth screening, and ...
Washington, DC · Hybrid
Medical
Dental
Vision
Life
Retirement
PTO
Manage gift processing, donor acknowledgments, pledge tracking, CRM updates, and related ... Coordinate with our external screening vendor to submit donor lists for bulk wealth screening, and ...
Washington, DC · Hybrid
Medical
Dental
Vision
Life
Retirement
PTO
Manage gift processing, donor acknowledgments, pledge tracking, CRM updates, and related ... Coordinate with our external screening vendor to submit donor lists for bulk wealth screening, and ...
Washington, DC · Hybrid
Medical
Dental
Vision
Retirement
PTO
... wealth. Katten represents public and private companies in numerous industries, as well as a number ... Under the general direction of the Paralegal Manager, supervising attorney(s) and according to ...
Washington, DC · Hybrid
Medical
Dental
Vision
Retirement
PTO
... wealth. Katten represents public and private companies in numerous industries, as well as a number ... Under the general direction of the Paralegal Manager, supervising attorney(s) and according to ...
$9.50 - $12.12
9% of jobs
$12.12 - $14.73
8% of jobs
$15.41 is the 25th percentile. Wages below this are outliers.
$14.73 - $17.35
28% of jobs
The median wage is $18.04 / hr.
$17.35 - $19.96
16% of jobs
$21.75 is the 75th percentile. Wages above this are outliers.
$19.96 - $22.58
20% of jobs
$22.58 - $25.19
9% of jobs
$25.19 - $27.80
4% of jobs
$27.80 - $30.42
1% of jobs
$30.42 - $33.03
1% of jobs
$33.03 - $35.65
1% of jobs
$35.65 - $38.26
2% of jobs
$9
$20
$38
A UBS Wealth Management Intern supports financial advisors in delivering investment solutions and wealth management strategies for clients. Responsibilities may include market research, portfolio analysis, financial modeling, and assisting with client presentations. Interns gain exposure to various financial products, risk management techniques, and relationship management skills. This role provides hands-on experience in the financial services industry and serves as a foundation for a career in wealth management.
As a UBS Wealth Management Intern, you can expect to assist relationship managers with preparing client presentations, conducting market and investment research, and supporting the onboarding process for new clients. You'll have the opportunity to analyze portfolio performance, help create investment proposals, and participate in team meetings to gain insight into client interactions and strategic planning. Collaboration with various departments, including compliance and product specialists, is common, providing a well-rounded understanding of the wealth management process. These tasks will offer you valuable industry exposure and practical skills development, preparing you for potential long-term opportunities in financial services.
To thrive as a UBS Wealth Management Intern, a solid grasp of financial principles, analytical thinking, and strong academic performance in finance, economics, or related fields are essential. Proficiency with Excel, Bloomberg Terminal, and financial modeling tools is often expected, while coursework or certifications such as CFA Level I can be advantageous. Outstanding communication, attention to detail, and a proactive attitude help interns build relationships with clients and team members. These skills and qualities are vital for effectively supporting wealth management professionals, learning industry best practices, and making a positive impression for potential future roles.
For Ubs Wealth Management Intern jobs in Reston, VA, the most frequently searched job titles are:
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UBS is the world's largest and 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. With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
Securities, commodity contracts, and financial investments
10,000+ Employees
Weehawken, NJ, US