Intern Private Banking (fixed-term 6 months)

Rothschild and Co Bank CH seeks a motivated intern for a 6-month fixed-term role in Geneva, supporting the Swiss Onshore Private Banking team with administrative, operational, and client service tasks.

The Swiss Onshore team in Geneva is expanding its capacity with a six-month internship. The successful candidate will integrate into the Private Banking unit, providing essential administrative and operational support to facilitate banking relationship onboarding, client maintenance, and internal coordination across various departments.

Responsibilities

• Support the onboarding of new banking relationships by handling administrative tasks and liaising with Legal & Compliance.
• Manage day-to-day client administration, including responding to inquiries and maintaining client records.
• Process payment and trading orders received from clients or internal teams.
• Draft and prepare documentation for upcoming client meetings.
• Track task progress and ensure timely follow-up on pending items.
• Create PowerPoint presentations for internal and client use.
• Assist in building Excel models and generating portfolio reports.
• Collaborate closely with the Investment Department, Legal & Compliance, Credit, Payments, and Securities Administration teams.
• Support marketing initiatives by maintaining prospect lists, drafting correspondence, and organizing meetings or business trips.
• Coordinate internal meetings as well as sessions with clients and prospects.
• Help prepare presentation materials for client engagements.
• Provide client servicing and prospecting support in both French and English.
• Join client calls alongside Client Advisors and the Investment Department.

Requirements

• Hold a commercial degree, have completed a bank apprenticeship, or possess equivalent qualifications.
• Demonstrate strong proficiency in Microsoft Excel.
• Be highly skilled in the MS Office suite, particularly Excel and PowerPoint.
• Fluently speak and write in both French and English.
• Be comfortable using the MS 365 environment, including Copilot, MS Planner, MS SharePoint, and MS Loop.

Nice to have

• Previous internship experience within the financial sector.
• A strong interest in financial markets and private banking.

About the company

Rothschild & Co is a global financial services group with over 200 years of history and seven generations of family control. Operating in more than 40 countries with 4,600 specialists, the firm is built on relationships and places significant emphasis on its people. The company fosters an inclusive and supportive environment that values diverse perspectives.

• A family-controlled business with a long-standing history in global financial markets.
• A global presence with specialists across more than 40 countries.
• A strong focus on people and finding the right colleagues to drive the business forward.
• An inclusive and supportive work environment that values different perspectives.