Internship - Wealth Management
vor 17 Stunden
INTERNSHIP OPPORTUNITY - January 2026
About us
Blackden Financial is a boutique independent, Swiss based wealth management firm specializing in advising expatriate clients in Switzerland on their financial planning needs. We are looking for a talented, hardworking intern interested in gaining experience in the world of international wealth management.
Job description
The role has two key aspects: Administrative Support & Paraplanning (research, analysis, and report-writing). Reporting to the Managing Director, you will be based in central Geneva, although some remote working may be possible. You will be responsible for a wide range of responsibilities in the complex world of financial planning and wealth management, and will develop an in-depth knowledge of financial planning, asset management, financial products, legislation and compliance requirements.
Key responsibilities:
· General administrative (back-office) support
· Database management
· Client liaison for administrative support
· Assistance to ensure compliance with regulatory obligations
· Liaise with product providers, investment platforms and fund houses
· Assist management with specific projects
· Work collaboratively with founder to develop and implement financial plans
· Prepare for and assist with client meetings
· Conduct in-depth research and analysis of client financial situations
· Prepare detailed and compliant Suitability Reports including cashflow modelling
Qualifications:
· Studying for your Masters, preferably in wealth management or a related subject and seeking hands-on experience. The internship may be an obligatory element of your qualification.
· Excellent English (written and spoken)
· Excellent Communication and interpersonal skills
· Strong analytical and problem-solving abilities
· Ability to manage workload and meet deadlines under pressure
· High attention to detail
· Organized and Efficient
· Proficient in Microsoft Office, Adobe and Excel
Duration:
Initial duration of internship - 6 months with possibility of permanent paraplanner position thereafter.
Next step
Send your cv and motivation letter to us via LinkedIn or by email to
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