Private Banking Intern

Job Description

Job Description

ABOUT BCIBci provides financial services to individuals and corporations. We focus on being a global leader in innovations and personalized client experience and, with more than 10,500 employees, Bci is recognized as one of the best companies in which to work and develop a career. It is the third largest privately owned bank in Chile and it has more than 300 branch offices throughout Chile and representative offices in other countries. Bci is an Equal Opportunity Employer - All qualified applicants will receive consideration without regard to race, color, religion, gender, national origin, age, disability, veteran status, or any other factor determined to be unlawful under applicable law.JOB SUMMARY

The Private Banking Intern will assist the private banking team in delivering tailored financial services to high-net-worth individuals, families, and businesses. This role provides hands-on experience in wealth management, client relationship management, and financial planning. The intern will gain insight into the daily operations of a private banking team and develop a deep understanding of financial products and services.

DUTIES OF THE POSITION

The duties of the position include, but are not limited to, the following :

Client Support :

Assist in preparing client presentations, proposals, and account reviews.

Support the onboarding process for new clients, including document collection and verification

Address client inquiries and escalate issues to the appropriate team members.

Research and Analysis :

Conduct market and financial product research to support client solutions.

Analyze client portfolios and recommend adjustments based on financial objectives.

Stay updated on market trends, economic conditions, and regulatory changes.

Operational Support :

Assist with administrative tasks, including data entry, account updates, and record maintenance.

Ensure compliance with internal policies and external regulations during all client interactions.

Collaborate with internal departments to facilitate seamless client services.

Team Collaboration :

Work closely with Private Bankers, Investment Advisors, and other team members.

Participate in team meetings, training sessions, and strategy discussions.

Learning and Development :

Shadow senior team members to understand the nuances of private banking.

Engage in self-directed learning about financial products, investment strategies, and client relationship management.

WHAT YOU WILL GAIN :

Hands-on experience in wealth and private banking operations.

Exposure to high-net-worth client management and financial planning.

Mentorship and guidance from experienced professionals.

Opportunity to build a foundation for a career in private banking or wealth management.

PRE-HIRE REQUIREMENTS FOR THIS POSITION :

EDUCATION :

Currently in University (Junior or Senior) preference for pursuing a degree in Finance, Economics, Business Administration, or a related field.

EXPERIENCE :

Strong analytical and problem-solving skills.

Excellent communication and interpersonal abilities.

Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).

Attention to detail and a high level of accuracy.

Eagerness to learn and work in a fast-paced, client-focused environment.

Knowledge of financial markets, investment products, and banking operations.

Previous internship or experience in finance, banking, or client services preferred

Multilingual capabilities for serving diverse client bases (Spanish & English required)