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Intern Private Banking(m/w/x)
Opening banking relationships and handling legal/compliance for new clients. Bachelor/Master in Finance/Economy/Management required. 40+ countries global financial services.
Requirements
- Bachelor/Master in Finance/Economy/Management
- Strong Excel skills
- Proficient in MS Office
- Completed internship in financial industry (plus)
- Knowledge and interest in financial markets and private banking
- Fluent English and French communication
- Proactive attitude, initiative, attention to detail, reliability, flexibility, commitment, responsibility
Tasks
- Provide administrative support for opening banking relationships
- Handle Legal & Compliance matters for new relationships
- Assist with general client maintenance
- Respond to client requests
- Manage day-to-day client administration
- Receive and process payment orders
- Receive and process trading orders
- Prepare documentation for client meetings
- Monitor task progress and ensure follow-up
- Cooperate closely with various departments
- Collaborate in team marketing activities
- Maintain prospect lists
- Write marketing letters
- Organize team meetings
- Organize business trips
- Ensure follow-up on marketing activities
- Coordinate internal meetings
- Coordinate meetings with clients or prospects
- Assist with preparing presentations
- Provide client servicing in French and English
- Assist with prospecting in French and English
- Participate in client calls with Client Advisor
- Participate in client calls with Investment Department
Education
- Bachelor's degree
Languages
- English – Business Fluent
- French – Business Fluent
Tools & Technologies
- Excel
- MS Office
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Intern Private Banking(m/w/x)
Opening banking relationships and handling legal/compliance for new clients. Bachelor/Master in Finance/Economy/Management required. 40+ countries global financial services.
Requirements
- Bachelor/Master in Finance/Economy/Management
- Strong Excel skills
- Proficient in MS Office
- Completed internship in financial industry (plus)
- Knowledge and interest in financial markets and private banking
- Fluent English and French communication
- Proactive attitude, initiative, attention to detail, reliability, flexibility, commitment, responsibility
Tasks
- Provide administrative support for opening banking relationships
- Handle Legal & Compliance matters for new relationships
- Assist with general client maintenance
- Respond to client requests
- Manage day-to-day client administration
- Receive and process payment orders
- Receive and process trading orders
- Prepare documentation for client meetings
- Monitor task progress and ensure follow-up
- Cooperate closely with various departments
- Collaborate in team marketing activities
- Maintain prospect lists
- Write marketing letters
- Organize team meetings
- Organize business trips
- Ensure follow-up on marketing activities
- Coordinate internal meetings
- Coordinate meetings with clients or prospects
- Assist with preparing presentations
- Provide client servicing in French and English
- Assist with prospecting in French and English
- Participate in client calls with Client Advisor
- Participate in client calls with Investment Department
Education
- Bachelor's degree
Languages
- English – Business Fluent
- French – Business Fluent
Tools & Technologies
- Excel
- MS Office
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
2050 Rothschild & Co Bank AG
Industry
FinancialServices
Description
Rothschild & Co is a leading global financial services group with a history of over 200 years, providing a distinct perspective to clients.
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