Banking Advisor Intern
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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:
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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.
Employment Type
Full Time
