Rothschild & Co
Business Development and Wealth Planning Internship(m/w/x)
VollzeitPraktikumnur vor Ort
Genf
Neuer Job?Nejo!
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RORothschild & Co Bank AG
Internship – Swiss Institutional Clients(m/w/x)
Genf
VollzeitPraktikumVor Ort
Nejo KI-Zusammenfassung
Developing portfolio analytics, investment presentations, and pitchbooks for asset management clients at a global financial services group. Master's degree in Finance or related field and professional Excel/PowerPoint skills required. Direct involvement in client-facing projects and business development.
Anforderungen
- Master's degree in Finance, Business, Economics, Hospitality, or related field
- CFA/CAIA path is a plus, with strong preference for candidates already enrolled
- Strong interest in institutional asset management, investments, and capital markets
- Proven analytical rigor and ability to synthesize complex investment information clearly
- Excellent command of Excel and PowerPoint in a professional investment context
- Familiarity with CRM tools or financial platforms is a plus
- Highly detail-oriented, structured, and reliable
- Strong execution mindset, able to prioritize, meet deadlines, and work efficiently
- Proactive, intellectually curious, and comfortable taking ownership of tasks
- Fluent written and spoken French and English; Swiss German / German is a strong plus
Aufgaben
- Prepare portfolio analytics and performance reports
- Create investment presentations for institutional clients
- Contribute to business development initiatives
- Identify prospects and conduct institutional mapping
- Prepare pitchbooks and follow up on commercial opportunities
- Support client interactions and pre-meeting preparations
- Structure meeting agendas and summarize discussions
- Draft follow-up communications after meetings
- Maintain accurate CRM data for prospects and client interactions
- Track commercial pipelines effectively
- Execute KYC and onboarding processes for clients
- Ensure compliance with internal requirements
- Develop a strong understanding of investment offerings
- Translate investment strategies into clear materials
- Become proficient in internal tools and processes
- Produce high-quality client and investment materials
- Demonstrate reliability and attention to detail
- Take ownership of recurring tasks and suggest improvements
- Conduct prospect research to support business development
Ausbildung
- Master-Abschluss
Sprachen
- Französisch – verhandlungssicher
- Englisch – verhandlungssicher
- Deutsch – Grundkenntnisse
Tools & Technologien
- Excel
- PowerPoint
- CRM tools
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Rothschild & Co Bank AG 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.
Noch nicht perfekt?
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RORothschild & Co Bank AG
Internship – Swiss Institutional Clients(m/w/x)
Genf
VollzeitPraktikumVor Ort
Nejo KI-Zusammenfassung
Developing portfolio analytics, investment presentations, and pitchbooks for asset management clients at a global financial services group. Master's degree in Finance or related field and professional Excel/PowerPoint skills required. Direct involvement in client-facing projects and business development.
Anforderungen
- Master's degree in Finance, Business, Economics, Hospitality, or related field
- CFA/CAIA path is a plus, with strong preference for candidates already enrolled
- Strong interest in institutional asset management, investments, and capital markets
- Proven analytical rigor and ability to synthesize complex investment information clearly
- Excellent command of Excel and PowerPoint in a professional investment context
- Familiarity with CRM tools or financial platforms is a plus
- Highly detail-oriented, structured, and reliable
- Strong execution mindset, able to prioritize, meet deadlines, and work efficiently
- Proactive, intellectually curious, and comfortable taking ownership of tasks
- Fluent written and spoken French and English; Swiss German / German is a strong plus
Aufgaben
- Prepare portfolio analytics and performance reports
- Create investment presentations for institutional clients
- Contribute to business development initiatives
- Identify prospects and conduct institutional mapping
- Prepare pitchbooks and follow up on commercial opportunities
- Support client interactions and pre-meeting preparations
- Structure meeting agendas and summarize discussions
- Draft follow-up communications after meetings
- Maintain accurate CRM data for prospects and client interactions
- Track commercial pipelines effectively
- Execute KYC and onboarding processes for clients
- Ensure compliance with internal requirements
- Develop a strong understanding of investment offerings
- Translate investment strategies into clear materials
- Become proficient in internal tools and processes
- Produce high-quality client and investment materials
- Demonstrate reliability and attention to detail
- Take ownership of recurring tasks and suggest improvements
- Conduct prospect research to support business development
Ausbildung
- Master-Abschluss
Sprachen
- Französisch – verhandlungssicher
- Englisch – verhandlungssicher
- Deutsch – Grundkenntnisse
Tools & Technologien
- Excel
- PowerPoint
- CRM tools
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Rothschild & Co Bank AG 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.
Über das Unternehmen
Rothschild & Co Bank AG
Branche
FinancialServices
Beschreibung
Rothschild & Co is a leading global financial services group with a history of over 200 years, providing distinct perspectives across various financial sectors.
Noch nicht perfekt?
- Rothschild & Co
Business Development and Wealth Planning Internship(m/w/x)
VollzeitPraktikumnur vor OrtGenf - 2050 Rothschild & Co Bank AG
Internship Investment and Portfolio Advisory(m/w/x)
VollzeitPraktikumnur vor OrtGenf - Lombard Odier
Internship - Market Data Specialist(m/w/x)
VollzeitPraktikumnur vor OrtGenf - Lombard Odier
Emerging Talents - BEM Internship(m/w/x)
VollzeitPraktikumnur vor OrtGenf - Banque Lombard Odier & Cie SA
Internship - Enhancing Financial Knowledge Access with Generative AI(m/w/x)
VollzeitPraktikumnur vor OrtGenf