drjobs Banking Advisor Intern العربية

Banking Advisor Intern

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1 Vacancy
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Job Location drjobs

Dubai - UAE

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

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:

  • Assist Banking Advisors in providing tailored financial advice and product recommendations to clients.

  • Support the onboarding process for new clients including documentation and KYC compliance.

  • Help with client account maintenance and updates.

  • Conduct market and financial research to support advisory presentations.

  • Shadow client meetings to observe needs analysis and relationship management.

  • Provide administrative support to the advisory team.

  • Participate in sales and service campaigns for banking products such as savings accounts loans and investment services.

  • Handle client queries with professionalism and escalate issues when needed.

  • Maintain up-to-date knowledge of bank products policies and compliance requirements.

Qualifications:

  • Currently pursuing a Bachelors degree in Finance Business Administration Economics or related field.

  • Strong interpersonal and communication skills.

  • Analytical mindset and attention to detail.

  • Customer-focused attitude with a willingness to learn.

  • Ability to handle confidential information with integrity.

  • Proficiency in Microsoft Office (Excel Word PowerPoint).

Preferred Skills:

  • Prior internship or customer service experience in a financial or retail setting.

  • Interest in a long-term career in financial advising or retail banking.

  • Multilingual abilities are a plus.


Employment Type

Full Time

Company Industry

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