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Intern Private Clients Central & Eastern Europe(m/w/x)
Opening banking relationships for high-net-worth individuals, managing KYC and client administration. Fluency in a regional language and strong connection to the CEE market essential. Tuition assistance, healthcare services.
Anforderungen
- Understanding and connection to the region
- Fluency in a language from the region
- Bachelor/Master student or completed Swiss banking apprenticeship
- Strong MS Office skills
- Previous experience in the financial industry
- Knowledge and interest in financial markets and asset allocation
- Fluency in English/German and preferably a local language
- Flexible, positive attitude and willingness to go the extra mile
- Intellectual curiosity and eagerness to learn
- Strong organizational and prioritization skills
- Strong attention to details and proficient communication skills
- Willingness to support team on all activities
- Reliable and discreet attitude
- Ability to work under pressure
Aufgaben
- Assist with servicing private banking clients
- Open banking relationships, including KYC and Legal & Compliance matters
- Respond to client requests
- Manage day-to-day client administration tasks
- Prepare documentation for client meetings
- Monitor task progress and ensure proper follow-up
- Update clients' portfolio overviews, including performance metrics
- Research specific companies, sectors, and macroeconomic topics
- Support Seniors in processing trading orders
- Update quarterly client presentations and reports
- Collaborate with various departments on activities
- Maintain prospects lists and write marketing letters
- Organize meetings and business trips with proper follow-up
Ausbildung
- Abgeschlossene BerufsausbildungODER
- Laufendes Studium
Sprachen
- Englisch – verhandlungssicher
- Deutsch – verhandlungssicher
Benefits
Gesundheits- & Fitnessangebote
- Healthcare services
Weiterbildungsangebote
- In-house trainings
Sonstige Zulagen
- Tuition assistance
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Intern Private Clients Central & Eastern Europe(m/w/x)
Opening banking relationships for high-net-worth individuals, managing KYC and client administration. Fluency in a regional language and strong connection to the CEE market essential. Tuition assistance, healthcare services.
Anforderungen
- Understanding and connection to the region
- Fluency in a language from the region
- Bachelor/Master student or completed Swiss banking apprenticeship
- Strong MS Office skills
- Previous experience in the financial industry
- Knowledge and interest in financial markets and asset allocation
- Fluency in English/German and preferably a local language
- Flexible, positive attitude and willingness to go the extra mile
- Intellectual curiosity and eagerness to learn
- Strong organizational and prioritization skills
- Strong attention to details and proficient communication skills
- Willingness to support team on all activities
- Reliable and discreet attitude
- Ability to work under pressure
Aufgaben
- Assist with servicing private banking clients
- Open banking relationships, including KYC and Legal & Compliance matters
- Respond to client requests
- Manage day-to-day client administration tasks
- Prepare documentation for client meetings
- Monitor task progress and ensure proper follow-up
- Update clients' portfolio overviews, including performance metrics
- Research specific companies, sectors, and macroeconomic topics
- Support Seniors in processing trading orders
- Update quarterly client presentations and reports
- Collaborate with various departments on activities
- Maintain prospects lists and write marketing letters
- Organize meetings and business trips with proper follow-up
Ausbildung
- Abgeschlossene BerufsausbildungODER
- Laufendes Studium
Sprachen
- Englisch – verhandlungssicher
- Deutsch – verhandlungssicher
Benefits
Gesundheits- & Fitnessangebote
- Healthcare services
Weiterbildungsangebote
- In-house trainings
Sonstige Zulagen
- Tuition assistance
Über das Unternehmen
Rothschild & Co
Branche
FinancialServices
Beschreibung
The company is a leading global financial services group with a history of over 200 years, providing distinct perspectives across various financial sectors.
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- Rothschild & Co
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