Intern Private Banking (fixed-term 6 months)

The Swiss Onshore team is looking for a motivated intern to join the team based in Geneva for a period of 6 months.

Responsibilities

Provide administrative and operational support in opening banking relationships, including dealing with Legal & Compliance matters
Provide general client maintenance assistance, such as:
- responding to client requests
- dealing with day to day client administration
- receiving and processing payment / trading orders
- preparing documentation for client meetings
- monitoring progress of tasks and ensure proper follow-up
- preparing Powerpoint proposals
- assisting with Excel portfolio reporting and modelling
Ensure close co-operation with various departments including Investment Department, Legal & Compliance, Credit, Payments and Securities Administration
Collaborate in marketing activities of the team, including maintaining prospects lists, writing marketing letters, organising meetings and business trips and ensuring proper follow up
Coordinate meetings, both internal and with clients or prospects
Assist with preparing presentations
Help with client servicing and prospecting in French and English
Participating in client calls together with the Client Advisor and Investment Department

Education and Qualifications

Commercial degree, bank apprenticeship or similar
Strong Excel skills
Proficient in MS Office – strong Excel and Powerpoint skills
Fluency in French and English (written and spoken)
Proficient in using MS 360 environment (Copilot, MS Planner, MS Sharepoint, MS Loop)

Experience, Skills and Competencies Required

Completed Internship in the financial industry is considered a plus
Knowledge and interest in financial markets and private banking
Proactive attitude with the ability to demonstrate initiative, attention to detail and reliability, flexibility, commitment and responsibility
Discreet attitude, strong organizational and prioritization skills
Flexible "Can-do" attitude