Stage Assistant(e) Banquier privé - Aix en Provence - Janvier 27
Core
Support private bankers in client meetings, investment proposals, and account onboarding for high-net-worth clients.
Role type
Intern, Private Banking Assistant
Builds
Client engagement materials, investment proposals, and account opening dossiers
Domain
Wealth Management / Private Banking
Required skills
Financial analysis, client meeting preparation, credit note drafting, regulatory compliance documentation
Preferred skills
Prior experience in Private Banking or audit/accounting
Technologies
N/A
Responsibilities
Prepare prospect meetings with org charts and financial analysis; Assist in client onboarding and account opening; Support current operations with investment proposals and credit notes; Ensure regulatory compliance for client files
Seniority
Intern