Intern Private Banking (fixed-term 6 months)

About Us
 

Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets.

Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet.

We have 4,600 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions – Global Advisory, Wealth Management, Asset Management and Five Arrows.

As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward.

Rothschild & Co is committed to an inclusive and supportive environment where different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference.

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

• Commercial degree, bank apprenticeship or similar
• Strong Excel skills
• 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
• Flexible "Can-do" attitude