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RORothschild & Co

Business Development and Wealth Planning Internship(m/w/x)

Genf
VollzeitPraktikumVor Ort

Researching legal/tax developments in Switzerland and M&A market intelligence for private banking clients. Previous wealth management or law/taxation internship experience and fluent English/French needed. Direct coordination with Investment Banking teams.

Anforderungen

  • High School degree, Bachelor or Master's in law, taxation, wealth planning, or related field
  • Previous similar experience in wealth management or law and taxation internship
  • Knowledge and interest in financial markets and private banking
  • Fluent communication skills in English and French
  • Proactive attitude, attention to detail, reliability, flexibility, commitment, and responsibility
  • Curiosity to learn and willingness to support team members
  • Excellent knowledge of MS Office, especially Excel and PowerPoint

Aufgaben

  • Support wealth planning presentations and client meeting preparations
  • Conduct research on legal and tax developments in Switzerland and abroad
  • Coordinate business development efforts with Investment Banking, including monitoring and reporting
  • Assist with merger and acquisition market intelligence in French-speaking Switzerland
  • Help design and execute yearly front office and investment strategy plans
  • Assist in designing and launching new services or products, including pricing reviews
  • Support the team in resolving day-to-day issues and escalating topics with internal partners
  • Coordinate with local and divisional top management for daily business and ad-hoc requests
  • Participate in various projects and initiatives within the Front Office and Investment areas
  • Assist in defining and reviewing key performance indicators (KPIs) for the Front Office and Investment teams
  • Support the creation and maintenance of dashboards and reports, including monthly summaries and pipeline reviews
  • Assist the team with various presentation and ad-hoc analysis needs

Ausbildung

  • Matura

Sprachen

  • Englischverhandlungssicher
  • Französischverhandlungssicher
  • DeutschGrundkenntnisse

Tools & Technologien

  • MS Office
  • Excel
  • PowerPoint
  • Avaloq
  • MIS
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