Intern Private Banking

Vor 2 Tagen

Fribourg, Schweiz Banque Heritage Vollzeit

Our Private Banking division focuses on providing services and advice to a sophisticated clientele of individuals, entrepreneurs, managers and family offices in Switzerland, Europe and emerging markets. Through its various services units it offers expertise in wealth management, financial intermediation, personalized financial advice. Combining the experience of an independent Swiss private bank with the innovative strength of a national asset manager the Private Banking division supports its clients objectively by virtue of in particular an open platform and the in-depth knowledge of its expert managers. Attributes that allow it to take fully into account the specific needs of its customers in the face of market conditions.
To strengthen the team in Zurich and reporting directly to the Head of Private Banking, we are seeking a highly driven professional, young and dynamic:
**Intern Private Banking (fixed-term 3 months)**

**What you will do**
- Contribute to the elaboration of a new Family Offices / External Asset Managers service offering in the Private Banking department
- Screen, analyze and conduct extensive research of the target market
- Provide support in the data structuration, management, and analysis
- Prepare briefings, memorandums, presentations, and other marketing material
- Assist the team in the daily operations

**What are we looking for**
- Bachelor or Master degree (or on track to complete it) in business administration, finance, or economy
- Interest in financial markets, an affinity for numbers, and structured analysis
- Excellent organizational skills, independent, agile, enthusiastic, initiative and service-oriented
- A high degree of personal integrity, entrepreneurial, challenge status quo, innovative
- Excellent knowledge of English and German, French is a strong asset
- Strong computer skills
- Valid working permit

**How do we keep you smiling**
- Opportunity to build expertise and experience in a dynamic private banking environment
- Autonomy and independence allowing a real capacity for proposal and initiative
- An interesting role due to its challenges and variety

**About Banque Heritage**
Banque Heritage is a Swiss private banking group that provides a wide range of financial services and tailored investment products. While global in scope and innovative in its solutions, the Bank holds true to its core values - family-orientated approach, independent perspective, intelligent financial management and dedication to our clients, and commitment to our people. Founded in 1986, the Bank is headquartered in Geneva with an international presence.

We are looking for professionals with all types of skills, interests, and experiences. We care about bringing together staff who are client-oriented, entrepreneurial-minded, enthusiastic, collaborative, and have the drive to make things happen for our clients and communities.

As part of the interview process, we always ensure complete insight and transparency, namely, you will have the chance to meet people who will be crucial to your future success in the role.

**Job Types**: Full-time, Internship
Contract length: 3 months

Schedule:

- 8 Hour Shift

Ability to commute/relocate:

- Zürich: Reliably commute or planning to relocate before starting work (required)

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