Galileo Global Education

Provides specialized higher education globally

Wealth Management Intern

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours

InternshipDijon, FranceNo salary listedIn-person

About the Job

Requirements

The candidate must hold a Bac+3 qualification in finance, banking, or management.
The candidate must have skills in financial analysis, basic taxation and patrimonial law, customer relationship management, analysis and synthesis, office tools, rigor and organization, and written communication.
The candidate should demonstrate discretion, an advisory orientation, and autonomy.

Responsibilities

Participate in analyzing clients' wealth situations.
Contribute to developing wealth-management recommendations.
Assist with preparing client meetings.
Participate in monitoring client portfolios.
Conduct financial, tax, and legal studies.
Update client files and monitoring tools.
Maintain regulatory and tax monitoring.
Contribute to developing client relationships.
Participate in prospecting and customer-retention activities.

Description :

ESG Dijon, école de commerce spécialisée en finance et gestion, recherche pour son entreprise partenaire, dans le domaine de la gestion de patrimoine, un.e Chargé(e) de gestion de patrimoine junior en contrat d’alternance.

Missions :

Rattaché(e) à l’équipe gestion de patrimoine, vous serez chargé(e) de :

Participer à l’analyse de la situation patrimoniale des clients
Contribuer à l’élaboration de préconisations patrimoniales
Aider à la préparation des rendez-vous clients
Participer au suivi des portefeuilles clients
Réaliser des études financières, fiscales et juridiques
Mettre à jour les dossiers clients et outils de suivi
Assurer une veille réglementaire et fiscale
Contribuer au développement de la relation client
Participer aux actions de prospection et de fidélisation

Profil :

Nous recherchons un profil titulaire d’un Bac+3 dans le domaine de la finance, de la banque ou de la gestion.

Compétences :

Analyse financière
Bases en fiscalité et droit patrimonial
Gestion de la relation client
Capacité d’analyse et de synthèse
Utilisation des outils bureautiques
Rigueur et organisation
Aisance rédactionnelle

Qualités personnelles :

Discrétion
Sens du conseil
Autonomie

Lieu de l’alternance : Dijon
Type de contrat : Apprentissage
Formation : Aucun frais ne sera à la charge des candidats
Rémunération : Rémunération selon niveau d'études + âge
Rentrée : Septembre/Octobre

About the Company

Galileo Global Education

Provides specialized higher education globally

Galileo Global Education operates an international higher-education network that provides programs in applied arts, design, communication, and management through 54 schools across 91 campuses in 13 countries. Students enroll at partner schools; campuses deliver career-focused curricula with hands-on training, internships, and industry connections, funded by tuition and related services. It differentiates itself with a large, branded international portfolio of prestigious schools and a network-wide emphasis on consistent curricula and documented job placement outcomes. Its goal is to offer accessible, career-oriented higher education across creative and business fields by leveraging its global network to deliver recognized credentials and strong employment prospects.

Company size: 10,001+
Company stage: Acquired
Total funding: Not listed
Headquarters: Paris, France
Founded: 2007

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