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:

• Assist Banking Advisors in providing tailored financial advice and product recommendations to clients.
• Support the onboarding process for new clients, including documentation and KYC compliance.
• Help with client account maintenance and updates.
• Conduct market and financial research to support advisory presentations.
• Shadow client meetings to observe needs analysis and relationship management.
• Provide administrative support to the advisory team.
• Participate in sales and service campaigns for banking products such as savings accounts, loans, and investment services.
• Handle client queries with professionalism and escalate issues when needed.
• Maintain up-to-date knowledge of bank products, policies, and compliance requirements.

• Currently pursuing a Bachelor's degree in Finance, Business Administration, Economics, or related field.
• Strong interpersonal and communication skills.
• Analytical mindset and attention to detail.
• Customer-focused attitude with a willingness to learn.
• Ability to handle confidential information with integrity.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint).

• Prior internship or customer service experience in a financial or retail setting.
• Interest in a long-term career in financial advising or retail banking.
• Multilingual abilities are a plus.