Intern Analyst - 6 months - Investment Counsellor Analyst

About

HSBC Switzerland is part of one of the world's largest banking and financial services organisations. Based in Geneva, the Global Private Banking division serves high-net-worth clients with a broad range of investment solutions. HSBC is committed to continuous training, personal development, and building a diverse and inclusive workplace. It has been certified Top Employer 2026 in Europe and is a signatory of the Advance Charter for gender equality in business. Support Investment Counsellor Analysts (ICAs) on all administrative tasks including CIP/AIP reports, CRM reports, Sales Quality Standard issues, updating spreadsheets, presentations, and researching products and investment mandates. Prepare account reviews alongside ICAs and assist Investment Counsellors (ICs) in preparing for client meetings. Help with preparation of business trips and follow-up after trips. Gain thorough knowledge of various asset classes and investment products. Act as an efficient back-up for ICAs in their absence. Proactively review and prepare investment proposals to clients in close cooperation with ICAs. Perform investment initiatives including preparation of materials for product campaigns, switches, pitch book generation, portfolio optimisations, and weekly IC/RM meetings. Follow up on recommendations such as limit orders, entry points, and executions. Advise on corporate actions with guidance from ICs. Learn the basics of asset allocation and portfolio optimisation. Liaise with product specialists for bond and equity lists, research, and other matters. Execute market orders in Avaloq. Analyse portfolios and select products from the bank's offering. Maintain a strong general knowledge of financial markets, asset classes, and investment products. Attend Market Strategy Focus and Regional Sales meetings. Currently enrolled in a Swiss university at master's degree level, graduating in 2027. Available to work full-time from February 2027 to July 2027. Swiss or EU citizen, or holder of a valid Swiss work permit. Excellent organisation and communication skills. Strong multitasking abilities. Proficient in Microsoft Office (Excel, Visual Basic, PowerPoint). Keen ability to grasp details. Risk-conscious, particularly on the trading side. Strong analytical skills. Team player, high achiever, quick learner with a positive attitude. Strong sense of urgency, high level of professional and personal integrity. High capacity to handle stress. Fluent in English; additional languages are a plus. A 6-month placement within HSBC's Global Private Banking division in Geneva, providing hands-on experience in investment counselling and private banking. Supported by experienced managers, colleagues, and a wide network of diverse peers. Opportunities to take on real responsibilities and contribute to meaningful projects. Development of professional and personal skills in a real working environment. Access to a comprehensive and competitive benefits package typically covering healthcare, life assurance, pension, and family-friendly leave. Eligibility for variable pay plans reflecting individual and business performance. Opportunity to build a professional network with colleagues worldwide. HSBC is a certified Top Employer 2026 in Europe.

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