I've been with UBS for 6 weeks now and so far so good. For a while it felt as though I'd fallen into a routine, with most days being pretty similar and myself never really getting out of the office during the day. These last two weeks have brought some welcome change though - breakfast meetings and new interns top the list.
A handful of other guys have finally begun their internships at UBS (seems like I got to it pretty soon after school let out). It's refreshing to finally see some other young faces around the office, and I'm looking forward to getting to know them better.
This last week I was able to go to two breakfasts before the day started.
On Monday my boss found me before I even made it to my desk and asked me to come along with him to a breakfast meeting with a prospective client. It doesn't seem like much, but I really enjoy opportunities like these because it's a chance for me to 1) see how they bring in business and 2) get a chance to interact with some new people in a different setting. It's a nice change of pace from the regular 8 hours at my desk. As I've mentioned before, meetings like this help to underscore the importance of the relationship in the wealth management business. It's important to like/trust the person you hand the bulk of your wealth to, and I've found it pretty interesting how the approach is tweaked a bit with each person to customize it to their personality.
Wednesday was really cool. UBS' chief equity strategist was in town, so they organized a small breakfast and invited a few clients to join for a talk and some food. He gave a pretty broad presentation about the lay of the land and where the money's flowing these days. Most of what he said was stuff I'd heard or read already, but it was definitely still interesting to hear it delivered in the flesh, and some good questions from the audience helped round out the talk.
In all, my experience with UBS has been great so far and it seems like the next few weeks still have quite a bit in store for me.
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