Galileo Global Education

Provides specialized higher education globally

Wealth Management Intern

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours

InternshipCholet, FranceNo salary listedIn-person

About the Job

Requirements

Knowledge of wealth management, taxation, financial products, and real estate products.
Proficiency with office software, Pack Office, a dedicated customer relationship management system, Big Expert, and wealth-management software.
Awareness of regulatory issues in the financial sector.
Rigor and organizational ability.
Analytical and synthesis skills.
Interpersonal and written communication skills and professional discretion.
Autonomy and initiative.
Bac +2 to Bac +5 training in wealth management, finance, banking, insurance, or an equivalent field.

Responsibilities

Maintain and update client files.
Prepare documents required for appointments, including compliance documents, wealth-management studies, reports, tax simulations, and related materials.
Write meeting minutes and monitor implemented recommendations.
Ensure regulatory compliance of files, including recommendation reports, know-your-customer procedures, anti-money-laundering and counter-terrorist-financing requirements, and General Data Protection Regulation requirements.
Provide in-person and telephone reception for clients when needed.
Respond to initial information requests and direct clients to advisers.
Monitor ongoing transactions.
Participate in economic and legal monitoring to support the development of proposed advice.
Update client and prospect databases.
Prepare and enter contracts.
Participate in client appointments.
Draft and construct wealth-management studies and investment proposals.

Desired Qualifications

A first experience in a wealth-management firm, private bank, or accounting environment is an advantage.

L’ESG Nantes recherche pour son entreprise partenaire, un alternant pour occuper le poste de « Assistant(e) en gestion de patrimoine ».

Missions :

Sous l’autorité du gérant du cabinet, vous serez chargé(e) de : 

Gestion administrative et suivi des dossiers :

• Assurer la gestion et la mise à jour des dossiers clients.

• Préparer les documents nécessaires aux rendez-vous (Documents de conformité, études patrimoniales, bilans, simulations fiscales, etc.).

• Rédiger les comptes rendus de réunions et suivre les recommandations mises en place.

• Veiller à la conformité réglementaire des dossiers (Rapport de préconisation, KYC, LCB-FT, RGPD, etc.).

Relation client et accompagnement :

• Assurer l'accueil physique et téléphonique des clients si besoin.

• Répondre aux premières demandes d’information et orienter les clients vers les conseillers. 

• Assurer le suivi des opérations en cours.

Appui au développement commercial :

• Participer à la veille économique et juridique pour accompagner l’évolution des conseils proposés.

• Mettre à jour les bases de données clients et prospects.

• Préparation et saisie des contrats

• Participation aux RDV clients • Rédaction et construction des études patrimoniales et propositions d’investissements.

Profil : 

Compétences techniques

• Connaissances en gestion de patrimoine, fiscalité, produits financiers et immobiliers. • Maîtrise des outils bureautiques (Pack Office, CRM dédié, Big Expert, logiciels de gestion patrimoniale).
• Sensibilité aux enjeux réglementaires du secteur financier.

Aptitudes professionnelles

• Rigueur et sens de l’organisation.
• Capacité d’analyse et de synthèse.
• Aisance relationnelle, rédactionnelle et discrétion professionnelle.
• Autonomie et esprit d’initiative.

Profil recherché :

• Formation : Bac +2 à Bac +5 en gestion de patrimoine, finance, banque, assurance ou équivalent.
• Expérience : Une première expérience en cabinet de gestion de patrimoine, banque privée ou comptable est un plus. 

Informations : 

Lieu de l'alternance : Cholet (49)

Type de contrat : Apprentissage

Formation : Aucun frais ne sera à la charge des candidats

Rémunération selon niveau d'études + âge

Rentrée : Septembre

#fin

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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