Intern A&s Active Advisory

il y a 3 semaines


Luxembourg UBS Temps plein

Luxembourg
- Client advisory / Relationship management
- Global Wealth Management

**Job Reference #**
- 290059BR

**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:
- Follow the global financial markets and our clients' portfolio
- Assist in regular assessments of the client risk profile and the client preference
- 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

**Your team**
- In this role you will be working in the Active Advisory team (A&S). 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 (SAA/TAA), 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 and one Scandinavian language
- 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 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 #teamUBS and make an impact?

**Contact Details**
- UBS Business Solutions SA
- UBS Recruiting

**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.



  • Luxembourg UBS Temps plein

    Luxembourg - Sales - Global Wealth Management **Job Reference #** - 278497BR **City** - Luxembourg **Job Type** - Full Time **Your role** - Salesperson A&S Active Advisory - 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: - monitor the international financial...


  • Luxembourg, Luxembourg UBS Temps plein

    Luxembourg Sales Global Wealth ManagementJob Reference #BRCity LuxembourgJob Type Full TimeYour role Salesperson A&S Active Advisory 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:monitor the international financial markets and clients' portfolios- perform regular...


  • Luxembourg, Luxembourg Deloitte Luxembourg Temps plein

    Your future teamJoin our growing CFO Advisory team and help us be the trusted advisor of today's CFOs, helping them address their most pressing challenges and become true business partners/strategic advisors that can support their business growth in a scalable, sustainable and profitable manner Our purpose is to assist CFOs and their teams in their...


  • Luxembourg Credit Suisse in Luxembourg Temps plein

    **Advisory & Sales (A&S) Trainee**: Relationship Management / Client Service Advisory English **We Offer** Join us as trainee in the A&S Luxembourg team. Your responsibilities include helping out the team of investment consultants. This includes assisting in investment product analysis and selection, fulfilling compliance requirements for transactions and...


  • Luxembourg Credit Suisse Temps plein

    Relationship Management / Client Service Advisory English **We Offer** Join us as trainee in the A&S Luxembourg team. Your responsibilities include helping out the team of investment consultants. This includes assisting in investment product analysis and selection, fulfilling compliance requirements for transactions and reviewing documentation. It will...


  • Luxembourg, Luxembourg Credit Suisse in Luxembourg Temps plein

    Advisory & Sales (A&S) Trainee:Relationship Management / Client Service Advisory EnglishWe OfferJoin us as trainee in the A&S Luxembourg team. Your responsibilities include helping out the team of investment consultants. This includes assisting in investment product analysis and selection, fulfilling compliance requirements for transactions and reviewing...

  • Aml Intern

    il y a 4 semaines


    Luxembourg Arendt Regulatory & Consulting Temps plein

    Arendt Regulatory & Consulting S.A.is a Luxembourg-based advisory company active in the areas of risk and compliance, business, fraud investigation and regulatory advisory, fund distribution and governance. It offers regulatory consulting and advisory services and assistance to an international and sophisticated client base across multiple industries. Fraud...

  • AML Intern

    il y a 1 mois


    Luxembourg, Luxembourg Arendt Regulatory & Consulting Temps plein

    Arendt Regulatory & Consulting a Luxembourg-based advisory company active in the areas of risk and compliance, business, fraud investigation and regulatory advisory, fund distribution and governance. It offers regulatory consulting and advisory services and assistance to an international and sophisticated client base across multiple industries. Fraud...

  • Direct Tax Advisory Manager

    il y a 3 semaines


    Luxembourg Le Grand & Associates Temps plein

    Our client, a prominent international organization in the field of audit and advisory services with a presence in 164 countries and a workforce exceeding 95,000 professionals, is seeking a motivated individual to join their Tax Advisory team as a Direct Tax Advisory Manager. This role offers you the chance to collaborate with both local and multinational...


  • Luxembourg, Luxembourg BDO Luxembourg Temps plein

    BDO, one of the largest global audit and advisory organisations, is present in 164 countries and employs more than people.At BDO Luxembourg, with more than 500 professionals and more than 30 nationalities, we offer our clients worldwide high quality advice and service in audit, accounting, tax consultancy, financial engineering, human resources, and...


  • Luxembourg Lux-Advisory Temps plein

    **Lux-Advisory** est un cabinet de conseil spécialisé en gestion de projets et organisation. Nos consultants interviennent sur des projets à très forte valeur ajoutée dans des contextes internationaux. Dans le cadre de notre développement nous recherchons un(e) **Administrator Microsoft Windows /** **Sharepoint.** **Mission** Au sein de la division «...


  • Luxembourg BDO Luxembourg Temps plein

    BDO, one of the largest global audit and advisory organisations, is present in 164 countries and employs more than 95.000 people.At BDO Luxembourg, with more than 500 professionals and more than 30 nationalities, we offer our clients worldwide high quality advice and service in audit, accounting, tax consultancy, financial engineering, human resources, and...

  • Risk Advisory Manager

    il y a 3 semaines


    Luxembourg, Luxembourg BDO Luxembourg Temps plein

    BDO, one of the largest global audit and advisory organisations, is present in 166 countries and employs more than people.At BDO Luxembourg, with more than 600 professionals and more than 40 nationalities, we offer our clients worldwide high quality advice and service in audit, accounting, tax consultancy, financial engineering, human resources, and...


  • Luxembourg Arendt Regulatory & Consulting Temps plein

    Arendt Regulatory & Consulting S.A.is a Luxembourg-based advisory company active in the areas of risk and compliance, business, fraud investigation and regulatory advisory, fund distribution and governance. It offers regulatory consulting and advisory services and assistance to an international and sophisticated client base across multiple industries. Fraud...


  • Luxembourg, Luxembourg Lux-Advisory Temps plein

    **Lux-Advisory** est un cabinet de conseil spécialisé en gestion de projets et organisation. Nos consultantsinterviennent sur des projets à très forte valeur ajoutée dans des contextes internationaux. Dans lecadre de notre développement nous recherchons un(e) **Administrator Microsoft Windows /****Sharepoint.****Mission**Au sein de la division «...


  • Luxembourg Banque Internationale à Luxembourg (BIL) Temps plein

    Founded in 1856, Banque Internationale à Luxembourg is the oldest multi-business bank in the Grand Duchy. From its foundation, the BIL has always played an active role in the development of the Luxembourg economy. It currently operates in retail, private and corporate banking, as well as on major capital markets. Employing more than 2 000 people, BIL is...


  • Luxembourg, Luxembourg BDO Luxembourg Temps plein

    BDO, one of the largest global audit and advisory organisations, is present in 164 countries and employs more than people. At BDO Luxembourg, with more than 500 professionals and more than 30 nationalities, we offer our clients worldwide high quality advice and service in audit, accounting, tax consultancy, financial engineering, human resources, and...

  • Aml Intern

    il y a 4 semaines


    Luxembourg Arendt & Medernach Temps plein

    Arendt Regulatory & Consulting S.A., an affiliate of Arendt & Medernach, the n°1 law firm in Luxembourg, is a specialist advisory company active in the areas of risk, compliance, governance, business and regulatory changes. It offers regulatory advice and assistance to a wide range of clients from the banking, insurance as well as the fund, asset management...

  • Tax Intern

    il y a 3 semaines


    Luxembourg, Luxembourg AKD Temps plein

    Position:In the role of intern, you will have the opportunity to get an overview of the practice of a Luxembourg tax lawyer and work as a member of a team of 6 persons.As intern you will support the tax team in the broadest sense:Perform legal researches and work on tax issues to support the positions taken in advisory, litigation and compliance, Recap...


  • Luxembourg Arendt & Medernach Temps plein

    Arendt Regulatory & Consulting S.A.is a Luxembourg-based advisory company active in the areas of risk and compliance, business, fraud investigation and regulatory advisory, fund distribution and governance. It offers regulatory consulting and advisory services and assistance to an international and sophisticated client base across multiple industries. Fraud...