About the Role
You will join Finary One's wealth planning team for a 6-month internship starting in January or July 2027. You'll support client relationship management, contribute to legal and tax monitoring, and help build innovative wealth planning tools, working closely with the Wealth Planner and General Manager of Finary One.
Requirements
- Law student undergoing PPI internship or Master 2 student in law applied to wealth management
Responsibilities
- Assist in following up client files including preparing and attending meetings
- Track client files over time
- Contribute to client deliverables such as emails PowerPoint or Google slides and simulators
- Prepare discussion summaries technical memos and comprehensive wealth analyses
- Contribute to internal legal and tax monitoring including monthly meetings and finance law updates
- Contribute to the Wealth Engineering Newsletter for Finary One clients
- Create presentation materials such as client documentation thematic sheets and educational guides
- Contribute to designing next-generation wealth planning tools such as simulators wealth diagnostics and analysis and recommendation engines
- Write scripts for videos podcasts and articles on wealth engineering topics
- Relay field needs to product and tech teams to continuously improve tools
- Participate in integrating AI into wealth engineering processes