Beschreibung

In this internship, you will support the business development and wealth planning team by preparing client presentations, conducting research, and assisting with strategy execution. Your role will involve collaborating on projects and helping to create insightful reports and dashboards.

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

Tools & Technologien