Internship in Wealth Management

Internship in Wealth Management

Key responsibilities:

Are you a motivated self-starter? Can you take an assignment and run with it? If you're ready to dive into a

fast-paced, client-focused work environment, an internship may be the right fit for you.

We are looking for an intern to:

• support the team by dealing on a daily basis with clients’ administrative inquiries
• review client requests, analyze client files, order and review requested documentation
• provide administrative support to the team's assistant for preparation of client correspondence
• work on projects that have real impact on clients
• support our team of wealth management experts

Start date: January 2027

Duration: 6 months

School/university internship agreement is mandatory.

The team:

You’ll be working in a team which consists of Client Advisors, Client Account Managers, Investment Advisors and Process and Quality Specialists. You will work with our experts and learn about the industry, our clients and our firm. We welcome interns to become a part of our team.

This is an opportunity to gain valuable insight, develop new skills, and establish a network of mentors and business contacts.

Your expertise

You are highly committed and possess the following skills:

• University student (3rd year / Bachelor minimum)
• Strong attention to details and analytical focus
• Good interpersonal, organizational and communication skills
• Good team player
• Hands on, proactive self-starter with good time management abilities
• Result oriented / able to work under pressure and deliver quality results
• Independent and initiative-taking
• Fluent in English (Swedish / Danish or Finnish would be an additional asset)
• Very good knowledge of Microsoft applications especially Excel (pivot tables, VBA, etc…).

You’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use.