2050 Rothschild & Co Bank AG
Intern Private Banking(m/w/x)
Full-timeInternshipOn-site
Genf
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CICiti Global Wealth
Global Wealth Analyst(m/w/x)
Genf
Full-timeOn-siteExperienced
Nejo AI Summary
Developing financial models and evaluating investment ideas for high-net-worth clients. Commitment to learning and rotational experience across three divisions required. Four-week intensive training program included.
Requirements
- Commitment to learning
- Completion of four-week in-depth training program
- Rotation across at least three divisions
- Rotational opportunities in Investments and Sales
- Value client relationships and one-on-one service
- Eligibility for promotion to Associate for top performers
- Develop financial models
- Evaluate investment ideas for clients
- Prepare presentations for client visits
- Explore and develop new business opportunities
- Final year of University or graduated (2025/2026)
- Achieved or expected Good undergraduate degree (5-5.49 equivalent)
- Interest in Wealth Management and Private Banking
- Motivated, eager to start career, think globally, innovative outlook
- Open to all disciplines
- Value diversity
- Strong interpersonal and relationship-building skills
- High personal integrity, commitment to excellence, strong desire to learn
- Resiliency in challenging, changing, high-volume, fast-paced environment
- Sense of urgency, ability to execute quickly and efficiently
Tasks
- Develop financial models
- Evaluate investment ideas for clients
- Prepare presentations for client visits
- Explore new business opportunities
- Develop new business opportunities
- Onboard new clients
- Manage existing client relationships
- Help clients manage wealth holistically
- Plan for clients' families' futures
- Provide investment advice on asset classes
- Provide investment advice on strategies
- Bring clients the best of the platform
- Help clients access loans
- Facilitate client liquidity needs
- Enhance client yield
- Diversify client assets through Margin Lending
- Diversify client assets through Real Estate financing
- Diversify client assets through Art financing
- Diversify client assets through Aircraft financing
- Offer advice on equities
- Offer advice on commodities
- Offer advice on fixed income
- Offer advice on foreign exchange
- Offer advice on rates
- Offer advice on structured products
- Provide institutional execution of equities
- Provide institutional execution of commodities
- Provide institutional execution of fixed income
- Provide institutional execution of foreign exchange
- Provide institutional execution of rates
- Provide institutional execution of structured products
- Offer global discretionary portfolios
- Offer regional-focused discretionary portfolios
- Manage portfolios across asset classes
- Manage portfolios across themes
- Use deep analytical abilities
- Use unique asset allocation models
- Use unique valuations models
- Ensure clients are allocated in appropriate assets
- Uncover gaps in client portfolios
- Uncover opportunities in client portfolios
- Improve client portfolio composition
- Support business development
- Contribute to platform development
- Contribute to innovation
- Support the Global Family Office Group
- Support Trust and Wealth Planning
Work Experience
- approx. 1 - 4 years
Education
- High school diploma
Languages
- English – Business Fluent
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Citi Global Wealth and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
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CICiti Global Wealth
Global Wealth Analyst(m/w/x)
Genf
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Nejo AI Summary
Developing financial models and evaluating investment ideas for high-net-worth clients. Commitment to learning and rotational experience across three divisions required. Four-week intensive training program included.
Requirements
- Commitment to learning
- Completion of four-week in-depth training program
- Rotation across at least three divisions
- Rotational opportunities in Investments and Sales
- Value client relationships and one-on-one service
- Eligibility for promotion to Associate for top performers
- Develop financial models
- Evaluate investment ideas for clients
- Prepare presentations for client visits
- Explore and develop new business opportunities
- Final year of University or graduated (2025/2026)
- Achieved or expected Good undergraduate degree (5-5.49 equivalent)
- Interest in Wealth Management and Private Banking
- Motivated, eager to start career, think globally, innovative outlook
- Open to all disciplines
- Value diversity
- Strong interpersonal and relationship-building skills
- High personal integrity, commitment to excellence, strong desire to learn
- Resiliency in challenging, changing, high-volume, fast-paced environment
- Sense of urgency, ability to execute quickly and efficiently
Tasks
- Develop financial models
- Evaluate investment ideas for clients
- Prepare presentations for client visits
- Explore new business opportunities
- Develop new business opportunities
- Onboard new clients
- Manage existing client relationships
- Help clients manage wealth holistically
- Plan for clients' families' futures
- Provide investment advice on asset classes
- Provide investment advice on strategies
- Bring clients the best of the platform
- Help clients access loans
- Facilitate client liquidity needs
- Enhance client yield
- Diversify client assets through Margin Lending
- Diversify client assets through Real Estate financing
- Diversify client assets through Art financing
- Diversify client assets through Aircraft financing
- Offer advice on equities
- Offer advice on commodities
- Offer advice on fixed income
- Offer advice on foreign exchange
- Offer advice on rates
- Offer advice on structured products
- Provide institutional execution of equities
- Provide institutional execution of commodities
- Provide institutional execution of fixed income
- Provide institutional execution of foreign exchange
- Provide institutional execution of rates
- Provide institutional execution of structured products
- Offer global discretionary portfolios
- Offer regional-focused discretionary portfolios
- Manage portfolios across asset classes
- Manage portfolios across themes
- Use deep analytical abilities
- Use unique asset allocation models
- Use unique valuations models
- Ensure clients are allocated in appropriate assets
- Uncover gaps in client portfolios
- Uncover opportunities in client portfolios
- Improve client portfolio composition
- Support business development
- Contribute to platform development
- Contribute to innovation
- Support the Global Family Office Group
- Support Trust and Wealth Planning
Work Experience
- approx. 1 - 4 years
Education
- High school diploma
Languages
- English – Business Fluent
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Citi Global Wealth and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
About the Company
Citi Global Wealth
Industry
FinancialServices
Description
Citi Global Wealth provides tailored lending, access to leading investment managers, and holistic family wealth management, utilizing proprietary technologies to offer integrated strategies to clients.
Not a perfect match?
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