Intern - Wealth Management, Middle East and Africa - Zurich (6-month contract)

at  Pictet

Zürich, ZH, Switzerland -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate02 Sep, 2024Not Specified02 Jun, 2024N/AGood communication skillsNoNo
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Description:

YOUR TEAM

Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial services group offers a comprehensive service for wealthy individuals and families, including discretionary and advisory investment solutions, and family office services.
As an intern, you will join the Middle East and Africa Market department in Zurich. You will assist Client Relationship Officers and Private Bankers in their day-to-day activities and participate in various support tasks, enabling you to gain a good understanding of the private banking business.

Responsibilities:

  • Be the point of entry for operational requests from Private Bankers.
  • Support the account opening process and adhere to all existing policies and directives.
  • Manage documentation flows (archiving and processing physical and electronic forms).
  • Process workflow requests in the systems (client codifications, credit card requests, credit lines, pricing exceptions, etc.) and ensure relevant client documentation is captured in the systems (memos, orders, etc.).
  • Process payments and transfers while ensuring call backs are systematically performed and support for other transactional activity where needed.
  • Support administrative tasks and ensure telephone call coverage.


REQUIREMENT SUMMARY

Min:N/AMax:5.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Accounts Management

Graduate

Proficient

1

Zürich, ZH, Switzerland