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202050 Rothschild & Co Bank AG

Intern Private Banking(m/w/x)

Genf
Full-timeInternshipOn-site

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

  • EnglishBusiness Fluent
  • FrenchBusiness Fluent

Tools & Technologies

  • Excel
  • MS Office
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