About the role
AI summarisedThis is an internship role in Group Retail Private Banking at a bank, starting from August to January 2027. The intern will support private bankers in client relationship management, financial analysis, and portfolio management, while gaining exposure to wealth management operations and compliance.
BusinessFull-timeGeneral
Key Responsibilities
- Assist private bankers in managing client relationships and executing transactions
- Support the preparation of client portfolio reviews and investment proposals
- Conduct financial analysis and market research to identify investment opportunities
- Help with account opening, KYC documentation, and compliance checks
- Participate in team meetings and contribute to client servicing initiatives
- Prepare reports and presentations for internal and client use
Requirements
- Currently pursuing a degree in Finance, Business, Economics, or related field
- Strong analytical and quantitative skills
- Proficiency in Microsoft Office (Excel, PowerPoint, Word)
- Excellent verbal and written communication skills
- Ability to work in a fast-paced environment and handle multiple tasks
- Detail-oriented with strong organizational skills
- Team player with a proactive attitude
- Prior internship experience in banking or finance is a plus