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Wealth Management Assistant

Internship(6 months)
Salary: Not specified
Starting date: December 31, 2022
No remote work
Experience: < 6 months
Education: Bachelor's Degree

NORMAN K
NORMAN K

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Questions and answers about the job

The position

Job description

In collaboration with the different entities of the group, your main missions will be :

  • Permanent liaison with our partners
  • Follow-up on the good execution of account operations
  • Management of administrative, compliance and clients files.
  • Help in the preparation of clients appointments
  • Management of client requests
  • Assisting the Relationship Manager(s) in the performance of their activities
  • Maintain a permanent link with the investment, financing, corporate advisory, and legal teams.
  • Participate in asset engineering and financial planning missions (carrying out studies and audits)

Preferred experience

More than a CV, we are looking for personalities! You are the ideal candidate if you are studying a Master in Wealth Management at a Business school or University and you are looking for your first experience in contact with banks and customers. You are dynamic, and autonomous while enjoying working in a team. You are organized and responsive with good interpersonal skills and always have customer satisfaction in mind.

Join us? It’s sharing our values : Expertise, Entrepreneurship, Innovation, Empathy, Humanity.

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