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Conseil en banque privée H/F/X

  • Internship
    Full-time
    Summer Internship
  • Business, Operations & Strategy
    Banking & Finance
  • Lyon

AI generated summary

  • You are a Bac+4/5 student in finance or wealth management, curious, dynamic, autonomous, with strong interpersonal skills and proficient in Office Suite.
  • You will assist in drafting investment proposals, prepare meeting materials, facilitate communication with stakeholders, and create activity tracking reports.

Requirements

  • Vous êtes étudiant de niveau Bac+4/5 en Université ou Ecole de commerce avec une spécialité en gestion de patrimoine/finance.
  • Vous êtes curieux, dynamique, autonome et doté d'un bon relationnel.
  • Vous maîtrisez le Pack Office.

Responsibilities

  • Aide à la rédaction des propositions d'investissement et d'allocations d'actifs
  • Assistance à la préparation des rendez-vous et à la bonne complétude des dossiers (analyse des dépôts, des comptes rendus existants, des produits à proposer...)
  • Relation entre les acteurs de proximité et le Conseiller en Gestion de Patrimoine.
  • Création de tableaux pour le suivi de l'activité

FAQs

What is the duration of the internship?

The internship lasts for 6 months.

Where is the internship based?

The internship is based in Lyon.

What level of education is required for this position?

A candidate should be a student at the Bac+4/5 level in University or Business School with a specialization in wealth management/finance.

What skills are necessary for this internship?

Candidates should be curious, dynamic, autonomous, and possess good interpersonal skills. Proficiency in the Microsoft Office Suite is also required.

How will candidates be evaluated during the application process?

If your application is successful, you will be contacted for a motivation interview.

Is there any compensation for the internship?

Yes, there is a gratification according to the Sociétè Générale's compensation framework.

What kind of experience will this internship provide?

This internship will provide an insight into private banking, asset management, client portfolio management, and how a team operates.

What type of work will the intern be involved in?

The intern will assist with investment proposals, prepare meeting documents, maintain relationships with key stakeholders, and create activity tracking tables.

Is diversity and inclusion valued in the workplace?

Yes, the company is committed to equal opportunity and values diversity as a strength in the workplace.

What opportunities for professional development does this internship offer?

This internship offers an opportunity to develop skills and expertise in a supportive environment, with constant guidance from managers and HR.

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Employees

Mission & Purpose

Societe Generale is one of the leading European financial services groups. Based on a diversified and integrated banking model, the Group combines financial strength and proven expertise in innovation with a strategy of sustainable growth. Committed to the positive transformations of the world’s societies and economies, Societe Generale and its teams seek to build, day after day, together with its clients, a better and sustainable future through responsible and innovative financial solutions. Active in the real economy for over 150 years, with a solid position in Europe and connected to the rest of the world, Societe Generale has over 117,000 members of staff in 66 countries and supports on a daily basis 25 million individual clients, businesses and institutional investors around the world by offering a wide range of advisory services and tailored financial solutions. The Group is built on three complementary core businesses: - French Retail Banking which encompasses the SG and Boursorama brands. Each offers a full range of financial services with omnichannel products at the cutting edge of digital innovation; - International Retail Banking, Insurance and Financial Services, with networks in Africa, Central and Eastern Europe and specialised businesses that are leaders in their markets; - Global Banking and Investor Solutions, which offers recognised expertise, key international locations and integrated solutions. Societe Generale is included in the principal socially responsible investment indices: DJSI (Europe), FTSE4Good (Global and Europe), Bloomberg Gender-Equality Index, Refinitiv Diversity and Inclusion Index, Euronext Vigeo (Europe and Eurozone), STOXX Global ESG Leaders indexes, and the MSCI Low Carbon Leaders Index (World and Europe).