Intern - Assistant Client Advisor

Requisition Number

295468BR

Your role

Join the Private Banking team at Credit Suisse (Luxembourg) S.A. Portuguese Branch from which you will be supporting the UHNWI/HNWI in Lisbon within the International Wealth Management division! Your main responsibility will be to provide high quality support to Senior Relationship.

Being actively involved in the daily activities of the desk, including but not limited to the onboarding of new clients, the processing of client instructions and ensuring the client files are well documented and up-to-date. This is a client-facing role for Credit Suicce Portugal, which will give you the opportunity to develop your external and internal communication and partner leadership skills. Internally, you will work in close collaboration with our internal departments and support functions (e.g., product experts, credit, risk, compliance, legal). This is the ideal opportunity to develop good knowledge on the private banking business and combine client-facing tasks with hands-on operational activities.

Do you want to know more about the participants and dynamics of the capital markets? You’ll:

• get to know the markets from the capital raising stage to disposal

• be involved in and contribute to providing M&A advice and execution, including

spinoffs,takeovers, exchange offers, takeover defense and formation of joint ventures

• interact with the equities platform to get an insight into the investor community views and

trends

• learn all about debt capital markets including corporate and emerging market bonds

• gain familiarity with structured products tailored to our clients’ funding and stake

management needs

• be able to analyze complex situations and develop the best strategy to maximize our clients’

diverse objectives

Function Category

Business management, administration and support

Business Divisions

Global Wealth Management

Your team

You will work with a highly motivated team of Senior Relationship Managers in a global, dynamic and diverse environment. This is an excellent platform for personal and professional development within a committed and collaborative team in an international fast-paced environment.

The department values Diversity and Inclusion (D&I) and is committed to realizing the firm’s D&I ambition which is an integral part of our global cultural values.

Your expertise

We are looking for a highly motivated individual, who is looking for a challenging traineeship in Banking and Finance fulfilling the below criteria:

• Currently undertaking a University undergraduate or higher education degree in Banking & Finance

• A completed traineeship or similar work experience in Banking & Finance in a client-facing role or in another relevant sector is an asset;

• Knowledge of the Private Banking & Wealth Management sector, financial products & services and the regulatory landscape is an asset;

• A proven ability to apply a problem-solving approach with good quantitative and analytical skills;

• Strong organizational skills and the ability to work towards tight deadlines, taking full ownership of your tasks;

• Evidence of strong communication skills and passion that will enable to connect with clients and colleagues to support a high service quality level;

• Excellent teammate who can demonstrate a high degree of flexibility and self-initiative;

• Business proficiency in Portuguese and English is required .

We may request you to complete one or more assessments during the application process. Learn more• Understanding of the value of diversity in the workplace and dedicated towards fostering an inclusive culture in all aspects of working life so that people from all backgrounds receive equal treatment, realize their full potential and can bring their full, authentic selves to work

But we’d like to also see evidence that you can:

• analyze a problem, take a view and come to a decision

• plan, organize and communicate well

• make things happen

• stick with a task

• work in a team

• come up with ideas

Perhaps you’ve organized a fundraising event or taken part in team sports? Or persevered and passed an exam in a subject you found challenging? Think about how things you’ve achieved match the skills we’re after.

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.