Stage - Chargé de Relation Client Entreprises - H/F
Core
Support private bankers in managing and developing a high-net-worth client portfolio (assets between €250K and €5M) and contribute to client acquisition and retention.
Role type
Intern, Client Relationship Manager (Private Banking)
Builds
Client portfolios and investment strategies for high-net-worth individuals
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, investment analysis, financial product knowledge, commercial prospecting, regulatory compliance
Preferred skills
Commercial experience, financial/legal/tax expertise, interest in economic/financial news
Technologies
N/A
Responsibilities
Assist private bankers in portfolio follow-up and development, Participate in client prospecting and retention, Analyze financing and investment needs, Ensure client satisfaction and contribute to commercial action plans