About the role
AI summarisedPrivate Banking Intern position at a bank, supporting relationship managers with client portfolio analysis, market research, and administrative tasks. The role offers exposure to wealth management and financial advisory.
BusinessFull-timeGeneral
Key Responsibilities
- Assist relationship managers in preparing client portfolio reviews and investment proposals
- Conduct market research and analysis on financial products and economic trends
- Support the team in client onboarding and account opening processes
- Prepare presentation materials and reports for client meetings
- Maintain and update client records and databases
- Coordinate with internal departments to ensure smooth client service delivery
- Participate in team meetings and contribute to ad-hoc projects
Requirements
- Currently pursuing a degree in Finance, Business, Economics, or related field
- Strong analytical and quantitative skills
- Excellent verbal and written communication skills
- Proficient in Microsoft Office Suite (Excel, PowerPoint, Word)
- Detail-oriented with strong organizational skills
- Ability to work in a fast-paced environment
- Team player with a proactive attitude
- Prior internship experience in banking or finance is a plus