Intern Private Banking (fixed-term 6 months)

Rothschild & Co; Genf; Hybrid; CHF 20.000 - 28.000; Vollzeit

Benefits dieser Stelle

MS Power Tools Access

Zusammenfassung

Rothschild & Co in Geneva seeks a motivated intern to join the Swiss Onshore Private Banking team for a fixed-term of 6 months. The role focuses on administrative support, client servicing in French and English, and collaboration across Investment, Legal & Compliance, Credit, and Payments departments.

Responsibilities include opening banking relationships, client maintenance tasks, processing orders, and preparing presentations with Excel and PowerPoint.

Qualifikationen

• Proficient in MS Office with strong Excel and PowerPoint skills.
• Fluency in French and English (written and spoken).
• Experience with the MS 360 environment (Copilot, Planner, SharePoint, Loop).

Aufgaben

• Provide administrative and operational support for opening banking relationships.
• Assist with client maintenance, requests and day-to-day administration.
• Process payments and trading orders; prepare documentation for client meetings.
• Prepare PowerPoint proposals and assist with Excel portfolio reporting.
• Coordinate with Investment, Legal & Compliance, Credit, Payments and Securities teams.
• Support marketing activities and coordinate meetings and travel; assist client servicing in French and English.

Kenntnisse

MS Office

Excel

PowerPoint

French language

English language

Tools

Copilot

MS Planner

MS SharePoint

MS Loop

Jobbeschreibung

• Wealth and Asset Management
• Business Support/Staff
• Full time
• Geneva

Intern Private Banking (fixed-term 6 months)

• Wealth and Asset Management
• Business Support/Staff
• Full time
• Geneva

Switzerland

The Swiss Onshore team is looking for a motivated intern to join the team based in Geneva for a period of 6 months.

Responsibilities

• Provide administrative and operational support in opening banking relationships, including dealing with Legal & Compliance matters
• Provide general client maintenance assistance, such as:
  • responding to client requests
  • dealing with day to day client administration
  • receiving and processing payment / trading orders
  • preparing documentation for client meetings
  • monitoring progress of tasks and ensure proper follow-up
  • preparing Powerpoint proposals
  • assisting with Excel portfolio reporting and modelling
• Ensure close co-operation with various departments including Investment Department, Legal & Compliance, Credit, Payments and Securities Administration
• Collaborate in marketing activities of the team, including maintaining prospects lists, writing marketing letters, organising meetings and business trips and ensuring proper follow up
• Coordinate meetings, both internal and with clients or prospects
• Assist with preparing presentations
• Help with client servicing and prospecting in French and English
• Participating in client calls together with the Client Advisor and Investment Department

Education and Qualifications

• Proficient in MS Office – strong Excel and Powerpoint skills
• Fluency in French and English (written and spoken)
• Proficient in using MS 360 environment (Copilot, MS Planner, MS Sharepoint, MS Loop)

Experience, Skills and Competencies Required

• Completed Internship in the financial industry is considered a plus
• Knowledge and interest in financial markets and private banking
• Proactive attitude with the ability to demonstrate initiative, attention to detail and reliability, flexibility, commitment and responsibility
• Discreet attitude, strong organizational and prioritization skills