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Business Development and Wealth Planning Internship(m/w/x)
Researching legal/tax developments in Switzerland and M&A market intelligence for private banking clients. Previous wealth management or law/taxation internship experience and fluent English/French needed. Direct coordination with Investment Banking teams.
Requirements
- High School degree, Bachelor or Master's in law, taxation, wealth planning, or related field
- Previous similar experience in wealth management or law and taxation internship
- Knowledge and interest in financial markets and private banking
- Fluent communication skills in English and French
- Proactive attitude, attention to detail, reliability, flexibility, commitment, and responsibility
- Curiosity to learn and willingness to support team members
- Excellent knowledge of MS Office, especially Excel and PowerPoint
Tasks
- Support wealth planning presentations and client meeting preparations
- Conduct research on legal and tax developments in Switzerland and abroad
- Coordinate business development efforts with Investment Banking, including monitoring and reporting
- Assist with merger and acquisition market intelligence in French-speaking Switzerland
- Help design and execute yearly front office and investment strategy plans
- Assist in designing and launching new services or products, including pricing reviews
- Support the team in resolving day-to-day issues and escalating topics with internal partners
- Coordinate with local and divisional top management for daily business and ad-hoc requests
- Participate in various projects and initiatives within the Front Office and Investment areas
- Assist in defining and reviewing key performance indicators (KPIs) for the Front Office and Investment teams
- Support the creation and maintenance of dashboards and reports, including monthly summaries and pipeline reviews
- Assist the team with various presentation and ad-hoc analysis needs
Education
- High school diploma
Languages
- English – Business Fluent
- French – Business Fluent
- German – Basic
Tools & Technologies
- MS Office
- Excel
- PowerPoint
- Avaloq
- MIS
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Business Development and Wealth Planning Internship(m/w/x)
Researching legal/tax developments in Switzerland and M&A market intelligence for private banking clients. Previous wealth management or law/taxation internship experience and fluent English/French needed. Direct coordination with Investment Banking teams.
Requirements
- High School degree, Bachelor or Master's in law, taxation, wealth planning, or related field
- Previous similar experience in wealth management or law and taxation internship
- Knowledge and interest in financial markets and private banking
- Fluent communication skills in English and French
- Proactive attitude, attention to detail, reliability, flexibility, commitment, and responsibility
- Curiosity to learn and willingness to support team members
- Excellent knowledge of MS Office, especially Excel and PowerPoint
Tasks
- Support wealth planning presentations and client meeting preparations
- Conduct research on legal and tax developments in Switzerland and abroad
- Coordinate business development efforts with Investment Banking, including monitoring and reporting
- Assist with merger and acquisition market intelligence in French-speaking Switzerland
- Help design and execute yearly front office and investment strategy plans
- Assist in designing and launching new services or products, including pricing reviews
- Support the team in resolving day-to-day issues and escalating topics with internal partners
- Coordinate with local and divisional top management for daily business and ad-hoc requests
- Participate in various projects and initiatives within the Front Office and Investment areas
- Assist in defining and reviewing key performance indicators (KPIs) for the Front Office and Investment teams
- Support the creation and maintenance of dashboards and reports, including monthly summaries and pipeline reviews
- Assist the team with various presentation and ad-hoc analysis needs
Education
- High school diploma
Languages
- English – Business Fluent
- French – Business Fluent
- German – Basic
Tools & Technologies
- MS Office
- Excel
- PowerPoint
- Avaloq
- MIS
About the Company
Rothschild & Co
Industry
FinancialServices
Description
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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