Zurich Investment Sales & Client Support Intern

Schroders; Zürich; On-site; CHF 20,000 - 29,000; Full time

Benefits offered by this job

Zurich office

Hands-on experience

Live client work

Job summary

Schroders in Zurich is offering an internship in our Client Group to support Relationship Managers and Sales Support Specialist. You will gain hands-on exposure to the client lifecycle across investment, client service, product and marketing teams.

You should be a final-year student or recent graduate in Business, Finance or Economics with strong academic results and English fluency; German or French is a plus.

Qualifications

• Final-year student or recent graduate (BA/MA) in Business, Finance, Economics or a related field with strong academic results
• First relevant internship experience in financial services, asset management, investment banking, consulting, marketing or a related environment
• Strong interest in investments and capital markets, with curiosity across both public and private markets
• English is a must(written and verbal).German and/or French are an asset
• StrongOutlookand Excel skills as well as PowerPointskills; ability to turn information into clear and convincing client materials (data visualisation is a plus)
• Strong organisational skills, ability to multi‑task with multiple internal stakeholders and work towards deadlines in a dynamic environment
• Client‑oriented mindset, high quality standards for deliveries and exceptional attention to detail
• Proactive, reliable team player with strong interpersonal skills and an ownership mentality
• Eligible to work in Switzerlandfor the full duration of the internship

Responsibilities

• Support the sales team in the daily monitoring and coverage of the dedicated inbox, handle and flag tasks accordingly with the right stakeholders in order to deliver pertinent and time-sensitive answers to internal and external stakeholders
• Help prepare accurate and timely responses toad-hoc client requests(including performance, product and market-related updates) in coordination with relevant specialistsand teams across the firm
• Support dailyclient flow management and trading activitiesby helping Relationship Managers identify trades in internal systems, ensuring client orders are correctly identified, followed up on, accepted and booked (including accurate reallocation where required)
• SupportRFP / DDQprocesses by managing different internal stakeholders, planning deliveries, and ensuring quality control
• Support the tracking of monthly as well as quarterly client documentation in line with group tools and reporting requirements
• Supportclient eventsand engagement activities (planning, logistics, materials, follow-up)
• Assist withreporting and documentation, helping to maintain accurate internal records and management reporting
• UseSalesforce and other internal toolsto support pipeline visibility, meeting preparation and accurate record-keeping (as applicable)
• Work in collaboration with the marketing hub to support tasks leading up to internal and external webinars as well as to follow‑up on dedicated actions after the webinars, actions include post‑meeting mailings, dissemination of ad‑hoc information and analysis of the participant base
• Actively assist teams across the group with timely tracking of connected campaigns within Salesforce, manage contacts and lists and amend where necessary to reflect requests received by the sales team

Skills

English proficiency

Outlook

Excel

PowerPoint

Organization

Attention to detail

Interpersonal skills

Education

BA/MA in Business/Finance/Economics

Tools

Salesforce

Excel

PowerPoint

Outlook

Job description

Schroders in Zurich is offering an internship in our Client Group to support Relationship Managers and Sales Support Specialist. You will gain hands-on exposure to the client lifecycle across investment, client service, product and marketing teams.

You should be a final-year student or recent graduate in Business, Finance or Economics with strong academic results and English fluency; German or French is a plus.