Banking Advisor Intern
صاحب العمل نشط
حالة تأهب وظيفة
سيتم تحديثك بأحدث تنبيهات الوظائف عبر البريد الإلكتروني
شارك هذه الوظيفة
حالة تأهب وظيفة
سيتم تحديثك بأحدث تنبيهات الوظائف عبر البريد الإلكتروني
الوصف الوظيفي
We are seeking a motivated and detail-oriented Banking Advisor Intern to join our team. This internship offers the opportunity to gain hands-on experience in client-facing banking roles develop financial advisory skills and understand banking products and services in a real-world setting. You will work closely with experienced banking advisors to support client service financial planning and sales initiatives.
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Key Responsibilities:
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Assist Banking Advisors in providing tailored financial advice and product recommendations to clients.
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Support the onboarding process for new clients including documentation and KYC compliance.
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Help with client account maintenance and updates.
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Conduct market and financial research to support advisory presentations.
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Shadow client meetings to observe needs analysis and relationship management.
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Provide administrative support to the advisory team.
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Participate in sales and service campaigns for banking products such as savings accounts loans and investment services.
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Handle client queries with professionalism and escalate issues when needed.
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Maintain up-to-date knowledge of bank products policies and compliance requirements.
Qualifications:
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Currently pursuing a Bachelors degree in Finance Business Administration Economics or related field.
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Strong interpersonal and communication skills.
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Analytical mindset and attention to detail.
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Customer-focused attitude with a willingness to learn.
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Ability to handle confidential information with integrity.
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Proficiency in Microsoft Office (Excel Word PowerPoint).
Preferred Skills:
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Prior internship or customer service experience in a financial or retail setting.
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Interest in a long-term career in financial advising or retail banking.
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Multilingual abilities are a plus.
نوع التوظيف
دوام كامل
