About the Role
You will get a full 360° view of next-generation wealth management, covering advisory, tech, operations and lead management. As a key member of the team, you will support Wealth Advisors on a daily basis, help manage and qualify incoming leads, occasionally join client meetings, assist with subscription paperwork and KYC collection, draft investment documents for prospects, and help organize events for the Finary Club.
Requirements
- Student in a business school, engineering school, or equivalent university with a specialization in finance or wealth management
- Prior experience in a startup, bank, or consulting firm
- Strong business acumen and client orientation
- Excellent written and verbal communication skills
- Initiative-taking and ability to find creative solutions
- Enthusiasm for technological developments and innovation in Wealth Management
- Personal investor who applies own convictions to investments
- Based in Paris
- High-level sports experience is a plus
- Strong social media presence is a plus
Responsibilities
- Support Wealth Advisors daily by drafting client emails, meeting summaries, and preparing appointments
- Segment the client base and manage and qualify incoming leads
- Participate in client meetings on an ad hoc basis
- Assist with subscriptions by preparing files, collecting KYC documents, and following up administratively until completion
- Draft documents for prospects such as wealth reports and investment proposals
- Organize events for leads and existing clients for the Finary Club