Internship - Account Manager
Core
Support Personal Bankers and clients with data analysis, reporting, market strategy, and daily commercial tasks.
Role type
Intern Account Manager
Builds
Internal reports, market insights, commercial target lists, and client acquisition support
Domain
Private Banking / Wealth Management
Deliverable
dashboards & analysis
Required skills
Data analysis, Financial data cleaning, Trend identification, PowerPoint presentation, Market research, KPI tracking, Client follow-up, Documentation, Business development support
Preferred skills
Strategic initiative participation, Cross-department collaboration
Technologies
Excel, PowerPoint
Responsibilities
Collect and analyze financial and market data, Prepare presentations summarizing key findings, Research competitors and market trends, Help define and prepare commercial targets, Track and update KPI dashboards, Assist Personal Bankers with day-to-day commercial tasks
Seniority
Intern
