Intern - Investment & Client Solutions — EFG International AG

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Main Duties

• Assist senior counsellors in preparing investment proposals and portfolio reviews
• Conduct market research and analysis to support investment recommendations
• Help monitor client portfolios and generate performance reports
• Support the creation of presentation materials for client meetings
• Maintain accurate records and documentation of client interactions
• Collaborate with internal teams (product specialists, compliance, operations) to ensure seamless client service
• Stay updated on market trends, new products, and regulatory changes

Requirements

• Bachelor’s degree in Finance, Economics, Business, or related field
• Strong analytical and quantitative skills
• Excellent communication and interpersonal abilities
• Proficiency in Microsoft Office (Excel, PowerPoint, Word)
• High attention to detail and organizational skills
• Ability to work both independently and as part of a team
• Prior internship or experience in financial services is a plus