Galileo Global Education

Provides specialized higher education globally

Wealth Management Apprentice

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours

InternshipRennes, FranceNo salary listedIn-person

About the Job

Requirements

A Bac+3 qualification in finance, banking, or management is required.
Knowledge of financial analysis is required.
Basic knowledge of wealth-management taxation is required.
Knowledge of financial products is required.
Client relationship management skills are required.
The candidate must be able to analyze and synthesize information.
Proficiency with office software is required.
The candidate must be rigorous when processing data.

Responsibilities

Analyze clients' wealth situations.
Participate in preparing wealth assessments.
Contribute to financial, tax, and legal recommendations.
Prepare client meetings.
Attend client interviews with advisors.
Monitor client portfolios.
Update files and tracking tools.
Participate in prospecting and client-retention activities.
Conduct tax, legal, and financial monitoring.
Contribute to reporting and wealth-assessment summaries.

Description :

ESG Rennes, 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 :

Analyser la situation patrimoniale des clients
Participer à l’élaboration de diagnostics patrimoniaux
Contribuer aux préconisations financières, fiscales et juridiques
Préparer les rendez-vous clients
Assister aux entretiens clients avec les conseillers
Suivre les portefeuilles clients
Mettre à jour les dossiers et outils de suivi
Participer aux actions de prospection et de fidélisation
Réaliser une veille fiscale, juridique et financière
Contribuer aux reportings et bilans patrimoniaux

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 patrimoniale
Connaissances en produits financiers
Gestion de la relation client
Capacité d’analyse et de synthèse
Maîtrise des outils bureautiques
Rigueur dans le traitement des données

Qualités personnelles :

Discrétion
Rigueur
Sens du conseil

Lieu de l’alternance : Rennes
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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