Intern - Wealth Planning
vor 2 Wochen
Our CompanyEFG International is a global private banking group, offering private banking and asset management services. We serve clients in over 40 locations worldwide. EFG International offers a stimulating and dynamic work environment and strives to be an employer of choice. EFG is committed to providing an equitable and inclusive working environment that is founded on the principle of mutual respect. Joining our team means experiencing a supportive environment, where your contributions are valued and recognised. We strongly believe that the diversity of our teams gives us a competitive advantage by fostering better decision-making and greater innovation. Our Purpose and Mission Empowering entrepreneurial minds to create value – today and for the future. We are a private bank, offering personalised solutions on a global scale to private and institutional clients. Our sustainable success is based on our talents and on how we partner with our clients and communities to create lasting value. Job Description As a Wealth Planning Intern, you will work closely with our experienced wealth planning advisors to support the development of financial strategies and solutions for our clients. This is a unique opportunity to gain hands-on experience in private banking, learn about wealth structuring, and contribute to a high-performing team in a dynamic environment. Responsibilities Assist in preparing customized wealth planning proposals for clients Conduct research on financial products, tax regulations, estate planning laws, and other relevant topics Support the creation of client presentations and documentation Collaborate with wealth planners and client advisors to address client inquiries and requests Participate in team meetings to discuss client strategies and market trends Maintain accurate and confidential records in compliance with internal and regulatory standards Skills and experience Bachelor/master graduated in Law, Finance, Economics, Law, Business Administration, or a related field. Masters Degree in Tax Law is a plus. Teamworking and solution oriented Proficient in Microsoft Office Suite (Excel, Word, PowerPoint) Excellent analytical skills with detail orientation Basic understanding of wealth management and financial planning concepts is a plus Good Excellent command of English language Our Values Accountability: Taking ownership for tasks and challenges, as well as seeking continuous improvement Hands-on: Being proactive to rapidly deliver high-quality results Passionate: Being committed and striving for excellence Solution-driven: Focusing on client outcomes and treating clients fairly with a risk-aware mindset Partnership-oriented: Promoting collaboration and teamwork. Working together with an entrepreneurial spirit Please ensure to attach a cover letter to your CV when filling the application.
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Intern - Wealth Planning
vor 2 Wochen
Zürich, Schweiz EFG International VollzeitOur Company EFG International is a global private banking group, offering private banking and asset management services. We serve clients in over 40 locations worldwide. EFG International offers a stimulating and dynamic work environment and strives to be an employer of choice. EFG is committed to providing an equitable and inclusive working environment...
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Intern - Wealth Planning
vor 1 Woche
Zürich, Zürich, Schweiz EFG Bank Vollzeit CHF 40'000 - CHF 120'000 pro JahrDescriptionOur CompanyEFG International is a global private banking group, offering private banking and asset management services. We serve clients in over 40 locations worldwide. EFG International offers a stimulating and dynamic work environment and strives to be an employer of choice. EFG is committed to providing an equitable and inclusive working...
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Intern - Wealth Planning
vor 2 Wochen
Zürich, Zürich, Schweiz EFG International Vollzeit CHF 35'000 - CHF 55'000 pro JahrOur CompanyEFG International is a global private banking group, offering private banking and asset management services. We serve clients in over 40 locations worldwide. EFG International offers a stimulating and dynamic work environment and strives to be an employer of choice.EFG is committed to providing an equitable and inclusive working environment that...
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Senior Associate – Private Clients
vor 2 Wochen
Zürich, Schweiz Lindemann Rechtsanwälte VollzeitSenior Associate – Private Clients & Wealth PlanningPosition: Senior Associate – Private Clients & Wealth PlanningLevel: SeniorWorking hours: 100%Place of work: ZurichLine manager: Dr. Alexander LindemannJob objective:✓ Acquiring clients in the field of law✓ Building and maintaining long-term relationships with clients by providing excellent advice...
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Junior relationship manager – wealth
vor 1 Woche
Zürich, Schweiz Kessler.vogler Gmbh VollzeitFür unsere Kundin, eine international tätige Investmentgesellschaft mit Zugang zu einem exklusiven Netzwerk von Unternehmerfamilien, Experten und strategischen Partnern suchen wir einen Junior Relationship Manager – Wealth
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Intern - EMEA Sales Planning
vor 4 Stunden
Zürich, Zürich, Schweiz On Ag VollzeitLOCATION: ZURICHSalesIn shortWhether you're looking to jump start your career or gain first hands-on experience in a new field, an internship at On offers you a unique growth experience, the chance to make an impact from day 1 and contribute to On's growth journey. We are looking for fresh ideas, curious minds and passionate individuals ready to make a...
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Intern - Supply Planning (Apparel & Accessories)
Vor 6 Tagen
Zürich, Zürich, Schweiz On Ag Vollzeit CHF 50'000 - CHF 70'000 pro JahrLOCATION: ZURICHSupply ChainIn shortWhether you're looking to jump start your career or gain first hands-on experience in a new field, an internship at On offers you a unique growth experience, the chance to make an impact from day 1 and contribute to On's growth journey. We are looking for fresh ideas, curious minds and passionate individuals ready to make...
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Senior Client Relationship Manager Latam
vor 2 Wochen
Zürich, Zürich, Schweiz Esfera Wealth AG Vollzeit CHF 150'000 - CHF 250'000 pro JahrAbout UsEsfera Wealth AG is a Swiss-regulated wealth management boutique founded in 2010, today proudly led by its second generation. We specialize in serving high-net worth individuals and families from Latin America, combining Swiss precision, global reach, and deep cultural connection.Our philosophy –Build. Protect. Connect. – reflects how we help...
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Strategy Intern
vor 4 Stunden
Zürich, Zürich, Schweiz Korvian VollzeitRole Description:The Strategy Intern supports the development and execution of strategic initiatives that drive organizational growth, operational excellence, and innovation. Working closely with the strategy and leadership teams, this role involves conducting market research, financial analysis, and competitive benchmarking to inform key business decisions....
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Zürich, Schweiz Marmot Investment AG VollzeitJoin Marmot Finance, a boutique Swiss wealth manager with a mission to empower and inspire women to achieve financial freedom. We specialize in wealth management tailored to high-net-worth women and their families, underpinned by a philosophy of cost-effective, risk-managed investing focsused on life and financial goals. This is an exciting opportunity to...
