Stage - Offres & Développement - Gestion Privée (F/H)
Core
Intern supporting the Private Wealth & Family Office team in preparing investment proposals, updating prospecting campaigns, and maintaining the investment solutions registry.
Role type
Intern, Commercial Development & Marketing
Builds
Investment proposals, marketing materials, client segmentation data
Domain
Private Wealth Management / Family Office
Deliverable
product features
Required skills
Investment proposal preparation, prospecting campaign management, investment solutions registry maintenance, client segmentation, grant application drafting, MS Office (PowerPoint, Excel)
Preferred skills
Prior experience in private wealth or asset management
Technologies
PowerPoint, Excel