Intern - Wealth Planning

vor 2 Wochen

Zürich, Zürich, Schweiz EFG International Vollzeit CHF 35'000 - CHF 55'000 pro Jahr

Our 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 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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