Business Development and Wealth Planning Internship (6 - 12 Months)

About Us
 

Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets.

Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet.

We have 4,600 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions – Global Advisory, Wealth Management, Asset Management and Five Arrows.

As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward.

Rothschild & Co is committed to an inclusive and supportive environment where different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference.

We are looking for a motivated intern to support the business development and wealth planning team. This is an exciting role opportunity with exposure to private banking, wealth planning and investments, amongst others.

The incumbent will provide support with the following aspects:

• Wealth Planning & Business Development

  • Support Wealth Planning on presentations and client meeting preparation and follow-ups

  • Research on legal and tax developments in Switzerland mainly but also in foreign jurisdictions

  • Support coordination business development with Investment Banking, monitoring and reporting

  • Support merger & acquisition market intelligence on French-speaking part of Switzerland, monitoring and reporting
     

• Business Management: 
  • Support design Yearly Front Office Geneva and Investment strategy plans definition & execution
  • Support design and launch new services or products, pricing review,…
  • Support team on day-to-day issues solving or escalation topics with various internal partners such as Internal Audit, Risks and Compliance functions
  • Support with the coordination with local and divisional Top Management (CEO, Head of Private Banking, Head of Investment, ExC members,...) for daily business & various ad-hoc requests
  • Project Collaboration: Participate in various projects and initiatives within the Front Office and Investment areas, both locally and at a broader divisional level.
     

• Dashboards and Reportings:

  • Help with KPI and Reporting: Assist in defining and reviewing key performance indicators (KPIs) and management information for the Front Office and Investment teams.

  • Reporting and Dashboards: Support the creation and maintenance of dashboards and reports, such as monthly summaries, pipeline reviews, and management presentations.

  • Support team with various presentation and ad-hoc analysis needs

Experience, Skills and Competencies Required

• High School degree, Bachelor or Master's in law, taxation, wealth planning (ingénierie patrimoniale) or related field (Swiss or French diploma). Training agreement is preferable

• Previous similar experience is a plus ( wealth management or law and taxation internship )

• Knowledge and interest in financial markets and private banking

• Fluent communication skills in English and French (written and spoken). German is a plus

• Proactive attitude with the ability to demonstrate initiative, attention to detail and reliability, flexibility, commitment and responsibility

• Curiosity to learn, willingness to provide support to all members of the team. Excellent communication skills

• Excellent knowledge of MS Office with focus on Excel and PowerPoint. Knowledge of Avaloq and MIS, a plus.

If you are curious to learn more about us and have valuable experiences in a similar role, then please submit your CV and Cover Letter through our recruitment tool.