2050 Rothschild & Co Bank AG
Intern Private Banking(m/w/x)
VollzeitPraktikumnur vor Ort
Genf
Neuer Job?Nejo!
Dein persönlicher KI-Karriere-Agent
CICiti Global Wealth
Global Wealth Analyst(m/w/x)
Genf
VollzeitVor OrtBerufserfahren
Nejo KI-Zusammenfassung
Developing financial models and evaluating investment ideas for high-net-worth clients. Commitment to learning and rotational experience across three divisions required. Four-week intensive training program included.
Anforderungen
- Commitment to learning
- Completion of four-week in-depth training program
- Rotation across at least three divisions
- Rotational opportunities in Investments and Sales
- Value client relationships and one-on-one service
- Eligibility for promotion to Associate for top performers
- Develop financial models
- Evaluate investment ideas for clients
- Prepare presentations for client visits
- Explore and develop new business opportunities
- Final year of University or graduated (2025/2026)
- Achieved or expected Good undergraduate degree (5-5.49 equivalent)
- Interest in Wealth Management and Private Banking
- Motivated, eager to start career, think globally, innovative outlook
- Open to all disciplines
- Value diversity
- Strong interpersonal and relationship-building skills
- High personal integrity, commitment to excellence, strong desire to learn
- Resiliency in challenging, changing, high-volume, fast-paced environment
- Sense of urgency, ability to execute quickly and efficiently
Aufgaben
- Develop financial models
- Evaluate investment ideas for clients
- Prepare presentations for client visits
- Explore new business opportunities
- Develop new business opportunities
- Onboard new clients
- Manage existing client relationships
- Help clients manage wealth holistically
- Plan for clients' families' futures
- Provide investment advice on asset classes
- Provide investment advice on strategies
- Bring clients the best of the platform
- Help clients access loans
- Facilitate client liquidity needs
- Enhance client yield
- Diversify client assets through Margin Lending
- Diversify client assets through Real Estate financing
- Diversify client assets through Art financing
- Diversify client assets through Aircraft financing
- Offer advice on equities
- Offer advice on commodities
- Offer advice on fixed income
- Offer advice on foreign exchange
- Offer advice on rates
- Offer advice on structured products
- Provide institutional execution of equities
- Provide institutional execution of commodities
- Provide institutional execution of fixed income
- Provide institutional execution of foreign exchange
- Provide institutional execution of rates
- Provide institutional execution of structured products
- Offer global discretionary portfolios
- Offer regional-focused discretionary portfolios
- Manage portfolios across asset classes
- Manage portfolios across themes
- Use deep analytical abilities
- Use unique asset allocation models
- Use unique valuations models
- Ensure clients are allocated in appropriate assets
- Uncover gaps in client portfolios
- Uncover opportunities in client portfolios
- Improve client portfolio composition
- Support business development
- Contribute to platform development
- Contribute to innovation
- Support the Global Family Office Group
- Support Trust and Wealth Planning
Berufserfahrung
- ca. 1 - 4 Jahre
Ausbildung
- Matura
Sprachen
- Englisch – verhandlungssicher
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Citi Global Wealth erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
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Genf
VollzeitVor OrtBerufserfahren
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Developing financial models and evaluating investment ideas for high-net-worth clients. Commitment to learning and rotational experience across three divisions required. Four-week intensive training program included.
Anforderungen
- Commitment to learning
- Completion of four-week in-depth training program
- Rotation across at least three divisions
- Rotational opportunities in Investments and Sales
- Value client relationships and one-on-one service
- Eligibility for promotion to Associate for top performers
- Develop financial models
- Evaluate investment ideas for clients
- Prepare presentations for client visits
- Explore and develop new business opportunities
- Final year of University or graduated (2025/2026)
- Achieved or expected Good undergraduate degree (5-5.49 equivalent)
- Interest in Wealth Management and Private Banking
- Motivated, eager to start career, think globally, innovative outlook
- Open to all disciplines
- Value diversity
- Strong interpersonal and relationship-building skills
- High personal integrity, commitment to excellence, strong desire to learn
- Resiliency in challenging, changing, high-volume, fast-paced environment
- Sense of urgency, ability to execute quickly and efficiently
Aufgaben
- Develop financial models
- Evaluate investment ideas for clients
- Prepare presentations for client visits
- Explore new business opportunities
- Develop new business opportunities
- Onboard new clients
- Manage existing client relationships
- Help clients manage wealth holistically
- Plan for clients' families' futures
- Provide investment advice on asset classes
- Provide investment advice on strategies
- Bring clients the best of the platform
- Help clients access loans
- Facilitate client liquidity needs
- Enhance client yield
- Diversify client assets through Margin Lending
- Diversify client assets through Real Estate financing
- Diversify client assets through Art financing
- Diversify client assets through Aircraft financing
- Offer advice on equities
- Offer advice on commodities
- Offer advice on fixed income
- Offer advice on foreign exchange
- Offer advice on rates
- Offer advice on structured products
- Provide institutional execution of equities
- Provide institutional execution of commodities
- Provide institutional execution of fixed income
- Provide institutional execution of foreign exchange
- Provide institutional execution of rates
- Provide institutional execution of structured products
- Offer global discretionary portfolios
- Offer regional-focused discretionary portfolios
- Manage portfolios across asset classes
- Manage portfolios across themes
- Use deep analytical abilities
- Use unique asset allocation models
- Use unique valuations models
- Ensure clients are allocated in appropriate assets
- Uncover gaps in client portfolios
- Uncover opportunities in client portfolios
- Improve client portfolio composition
- Support business development
- Contribute to platform development
- Contribute to innovation
- Support the Global Family Office Group
- Support Trust and Wealth Planning
Berufserfahrung
- ca. 1 - 4 Jahre
Ausbildung
- Matura
Sprachen
- Englisch – verhandlungssicher
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Citi Global Wealth erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Gefällt dir diese Stelle?
BetaDein Career Agent findet täglich ähnliche Jobs für dich.
Über das Unternehmen
Citi Global Wealth
Branche
FinancialServices
Beschreibung
Citi Global Wealth provides tailored lending, access to leading investment managers, and holistic family wealth management, utilizing proprietary technologies to offer integrated strategies to clients.
Noch nicht perfekt?
- 2050 Rothschild & Co Bank AG
Intern Private Banking(m/w/x)
VollzeitPraktikumnur vor OrtGenf - Lombard Odier Asset Management (Switzerland) SA
Investment Analyst - Private Assets(m/w/x)
Vollzeitnur vor OrtBerufserfahrenGenf - CH10 - BJB Bank Julius Baer & Co. Ltd.
Assistant Relationship Manager(m/w/x)
Vollzeitnur vor OrtBerufseinsteigerGenf - Barclays
Client Due Diligence (CDD) Analyst - Onboarding(m/w/x)
Vollzeitnur vor OrtManagementGenf - 9705 Barclays Bank SA/UAE
Investment Advisor(m/w/x)
Vollzeitnur vor OrtManagementGenf