Commercial Assistant Internship | Wealth Management Direction (DWM) | Porto

Support the Private Banking team in the management and monitoring of high-segment clients, ensuring excellence in service, operational rigor, and the commercial support necessary to create financial solutions suitable to the profile and objectives of these clients.

• Support Private Bankers in the preparation of meetings and investment proposals
• Ensure the efficient processing of client requests and coordination with the operational team
• Support the updating of client information in accordance with regulatory standards
• Monitor financial markets, products, and trends
• Monitor the correct operational processing of tasks associated with client management
• Collaborate with internal support areas (compliance, operations, risk) to ensure the quality and compliance of operations

• 6-month internship
• Integration into a team specialized in wealth management
• Continuous training in financial products and commercial techniques
• Opportunity for professional development with the possibility of progression in the Private Banking commercial area
• Dynamic, collaborative, and strong learning environment

• High sense of responsibility and organization
• An appetite for teamwork
• Good interpersonal relationship skills
• Spirit of initiative
• Ease of oral expression