Intern Private Clients - Zurich, Schweiz - Rothschild & Co

Rothschild & Co

Geprüftes Unternehmen

Zurich, Schweiz

vor 3 Wochen

Geschrieben von:

Lena Schneider

beBee Recruiter

Beschreibung

About Us

As one of the world's largest independent financial advisory groups, we know that it takes a distinct perspective to make a meaningful difference to our clients' business and wealth.

Rothschild & Co is a global and family-controlled group.

We provide M&A, strategy and financing advice, as well as investment and wealth management solutions to large institutions, families, individuals and governments, worldwide.

Having been at the centre of the world's financial markets for more than 200 years we can rely on an unrivalled global network of more than 3,800 talented employees and a track-record of outstanding execution with 60 offices around the world.

Our integrated global network of trusted professionals and decision makers around the world provide in-depth market intelligence, meaning we can be closer to current issues than any other global financial institution in our core markets.

It is this scale, local knowledge and intellectual capital that allow us to provide a distinct perspective and effective long-term solutions for our partners.

Overview of Role

Assist the team with servicing private banking clients and support the team in fulfilling the day-to-day "Know your client" (KYC) tasks.

This exciting internship will last for a period of 9 months and there is a possibility to be offered a full-time contract at the end of the internship.

Responsibilities:

Provide general client maintenance assistance, such as:
opening banking relationships, including KYC and dealing with Legal & Compliance matters

- responding to client requests
- taking responsibility for day-to-day client administration (e.g. payments, credits, securities administration) and internal projects
- preparing documentation for client meetings
- monitoring progress of tasks and ensure proper follow-up

Provide financial markets support such as:
updating clients' portfolios overview, including performance metrics

- researching on specific companies, sectors and macroeconomics topics
- supporting Seniors in processing trading orders
- updating quarterly clients presentations (MS Powerpoint) & reports (MS Excel)

Ensure close cooperation with various departments in carrying out the above activities
Collaborate in marketing activities of the team, including maintaining prospects lists, writing marketing letters, organising meetings and business trips and ensuring proper follow up

Education and Qualifications

University degree

Experience, Skills and Competencies Required

Previous experience in the financial industry is considered a plus
Knowledge and interest in financial markets and asset allocation
Fluent in Italian and English (written & spoken), French an asset
Proficient in MS Office (especially XLS and PowerPoint); good knowledge of Bloomberg; other financial information systems a plus (e.g. MarketMap)

Additional skills & competencies