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Summer Internship – Artificial Intelligence (AI) in Global Products & Solutions (GPS)(m/w/x)
AI solution development for financial product distribution and client services at a wealth management firm. Enrolled Bachelor (2nd year+) or Master student in Finance, STEM, or related field required. Cross-departmental collaboration on AI initiatives.
Requirements
- Bachelor student (2nd year onwards) or enrolled Master student in Finance, Economics, Business Administration, STEM, or related field
- Initial practical experience in AI/ML (plus)
- Passion for wealth management and value creation
- Global mindset, excellent interpersonal skills, strong appetite for learning
- Fluency in English; additional languages (plus)
- Registration in country of application with valid work permit
Tasks
- Conceptualize relevant AI solutions
- Develop AI solutions for financial product distribution
- Partner with sales, advisory, and technology departments
- Design solutions to apply AI for client services
- Assist in conceptualizing AI-powered analytics tools
- Assist in developing AI-powered analytics tools
- Identify client needs using analytics tools
- Anticipate demand for financial products
- Collaborate with advisors and product specialists
- Understand advisory and sales workflows
- Co-design AI features to streamline product selection
- Co-design AI features to streamline suitability checks
- Co-design AI features to streamline proposal generation
- Support conceptualization of sales enablement platforms
- Integrate intelligent product recommendations
- Support analysis of historical client interaction data
- Train predictive models to improve targeting accuracy
- Train predictive models to improve advisory effectiveness
- Leverage AI prototypes to assist relationship managers
- Leverage chatbot prototypes to assist advisors and sales
Education
- Currently in higher education
Languages
- English – Business Fluent
Tools & Technologies
- AI
- ML
Benefits
Learning & Development
- Learning sessions
Career Advancement
- Networking opportunities
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Summer Internship – Artificial Intelligence (AI) in Global Products & Solutions (GPS)(m/w/x)
AI solution development for financial product distribution and client services at a wealth management firm. Enrolled Bachelor (2nd year+) or Master student in Finance, STEM, or related field required. Cross-departmental collaboration on AI initiatives.
Requirements
- Bachelor student (2nd year onwards) or enrolled Master student in Finance, Economics, Business Administration, STEM, or related field
- Initial practical experience in AI/ML (plus)
- Passion for wealth management and value creation
- Global mindset, excellent interpersonal skills, strong appetite for learning
- Fluency in English; additional languages (plus)
- Registration in country of application with valid work permit
Tasks
- Conceptualize relevant AI solutions
- Develop AI solutions for financial product distribution
- Partner with sales, advisory, and technology departments
- Design solutions to apply AI for client services
- Assist in conceptualizing AI-powered analytics tools
- Assist in developing AI-powered analytics tools
- Identify client needs using analytics tools
- Anticipate demand for financial products
- Collaborate with advisors and product specialists
- Understand advisory and sales workflows
- Co-design AI features to streamline product selection
- Co-design AI features to streamline suitability checks
- Co-design AI features to streamline proposal generation
- Support conceptualization of sales enablement platforms
- Integrate intelligent product recommendations
- Support analysis of historical client interaction data
- Train predictive models to improve targeting accuracy
- Train predictive models to improve advisory effectiveness
- Leverage AI prototypes to assist relationship managers
- Leverage chatbot prototypes to assist advisors and sales
Education
- Currently in higher education
Languages
- English – Business Fluent
Tools & Technologies
- AI
- ML
Benefits
Learning & Development
- Learning sessions
Career Advancement
- Networking opportunities
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
Julius Baer
Industry
FinancialServices
Description
The company shapes the future of wealth management by empowering individuals to create value beyond wealth.
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