Intern - Central Advisory

vor 12 Stunden


Geneve, Schweiz EFG International Vollzeit

As a member of the Central Advisory team, our intern will have the opportunity to coordinate and provide investment ideas to Private Bankers (CRO) located in various EFG offices and to manage Advisory Pro portfolios. Main responsibilities Coordinate and prepare the weekly bank investment presentation and the weekly Investment Solutions meeting; Collect the contributions from different speakers, follow up, ensuring good quality of slides and their timely delivery; Prepare weekly product information targeted to Client Relationship Officers; Fine-tuning switch texts received from asset class specialists. Input these in various systems. Follow up with IT teams and release switches; Support the team in various tasks related to the preparation of monthly reportings for Advisory portfolios; Participate in the implementation and improvement of the Trade recommendation tool; Deliver and analyse statistics for management purposes; Supporting and providing information on mutual Funds and ETF’s (ISIN’s-security numbers, factsheets, etc) ; Performing research queries on equities, bonds, funds or directly targeted Switch proposals to front staff. Collaborate with IT to enhance Advisory tools Skills and experience University degree in economics or finance A qualification would be a plus (CFA, CAIA, FRM) Good knowledge of financial markets, investment products and services Experience in portfolio management, brokerage or institutional sales Strong sales, analytic, complex problem solving, communication, teamwork and relationship building skills Fluent in English and French
EFG Bank is the Swiss private banking subsidiary of EFG International. Headquartered in Zurich, it has an international network spanning Europe, Asia Pacific, Middle East and Latin America, and manages assets for private clients all over the world. The bank’s services comprise asset management and investment counselling, investment funds, securities brokerage, estate planning and a full array of banking services. EFG Bank offers a stimulating and dynamic work environment.



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