INTERNSHIP DETAILS

Summer Internship 2026 - CIOO Mandate Specialist Analyst 100% (f/m/d)

CompanyJulius Baer
LocationSingapore
Work ModeOn Site
PostedMarch 16, 2026
Internship Information
Core Responsibilities
The intern will be involved in preparing client review materials under tight deadlines, conducting up-to-date research on markets, products, and competitors, and supporting the development of marketing materials for discretionary solutions. This role provides insight into wealth management focusing on discretionary mandates by partnering with portfolio managers and asset class specialists.
Internship Type
full time
Company Size
7940
Visa Sponsorship
No
Language
English
Working Hours
40 hours
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About The Company
Julius Baer is present in around 25 countries and 60 locations. Headquartered in Zurich, we have offices in key locations including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo. Our client-centric approach, our objective advice based on the Julius Baer open product platform, our solid financial base, and our entrepreneurial management culture make us the international reference in wealth management.
About the Role

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.

Be Empowered with our 16-week Summer Internship Programme

Join us for a 16-week internship from 1 May to 31 Aug 2026 and spend your summer discovering the opportunities and challenges of the wealth management industry.

As a student, this internship is a chance to explore your interests, develop new skills, and gain hands-on experience working alongside experienced professionals on real projects. Our programme includes various learning sessions as well as networking opportunities, allowing you to connect with colleagues and our graduates. Whether you are passionate about finance, technology, or innovative problem-solving, our programme provides the ideal environment to learn, grow, and thrive.

Apply now and join our dynamic team for a summer of learning, innovation, and excitement!

Your team
You will be part of the CIO Office Mandate Specialist team in Singapore. During your journey, you will gain experience and insight into the wealth management industry with focus on Julius Baer’s discretionary mandate proposition by partnering with in-house portfolio managers and asset class specialists. You will be actively involved with various relationship managers as well, gaining first-hand experience in preparing client reports and reviews and acquiring relevant knowledge and personal skills

YOUR CHALLENGE

What to work on

  • Meeting tight deadlines preparing client review materials

  • Conducting up-to-date market, product, competitor research

  • Support the development of marketing materials of our discretionary solutions

What to learn

  • Resilience, time management and job satisfaction on assisting bankers to clinch discretionary mandate deals

  • Exposure to a comprehensive suite of investment solutions in the discretionary platform of Julius Baer

  • Understanding the long term value proposition of discretionary mandates for Wealth Management clients

YOUR PROFILE

  • Bachelor student from 2nd year onwards or enrolled Master student in the field(s) of Business Administration / Finance

  • Initial practical experience in Microsoft excel and power point

  • Skills/knowledge in usage of Bloomberg / Morningstar systems is a plus

  • Passion for wealth management and a desire to create value beyond wealth

  • A global mindset, excellent interpersonal skills, and a strong appetite for learning

  • Fluency in English, Chinese with additional languages being a plus

  • Registered in the country of application with a valid work permit

Applications are reviewed on a rolling basis. We appreciate your early application and thank you for your patience during the review process

We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site.

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Key Skills
Microsoft ExcelPowerPointBloombergMorningstarWealth ManagementInterpersonal SkillsTime ManagementResearch
Categories
Finance & AccountingConsulting