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Stage Banque privée

  • Internship
    Full-time
    Off-cycle Internship
  • Customer Relations
    Banking & Finance
  • Marseille
  • Quick Apply

AI generated summary

  • You must demonstrate team spirit, strong organization, rigorous attention to detail, confidentiality, a high work capacity, and knowledge of financial products.
  • You will manage client accounts, update records, assist in financial product subscriptions, conduct due diligence checks, and participate in team meetings.

Requirements

  • Esprit d’équipe
  • Organisation
  • Rigueur
  • confidentialité
  • Importante capacité de travail
  • Connaissance des produits financiers

Responsibilities

  • Gestion quotidienne et suivi de comptes clients banque privée en lien avec les banquiers et le pôle des assistants commerciaux
  • Mise à jour des informations et des dossiers clients (remédiations)
  • Aide à la souscription de produits financiers (assurance vie, mandat de gestion, Private Assets, …)
  • Vérifications de due diligence et de conformité
  • Participation aux réunions d’équipe

FAQs

What are the main responsibilities of the Stage Banque privée position?

The main responsibilities include daily management and monitoring of private banking client accounts, updating client information and files, assisting in the subscription of financial products, conducting due diligence and compliance checks, and participating in team meetings.

What skills are required for this role?

Required skills include teamwork, organization, rigor, confidentiality, strong work capacity, and knowledge of financial products.

Is there a focus on employee development in this role?

Yes, Rothschild & Co places significant importance on the recruitment and career development of its employees to help them thrive in their professional journey.

In how many countries does Rothschild & Co operate?

Rothschild & Co operates in over 40 countries.

What is the company culture like at Rothschild & Co?

Rothschild & Co has a family-oriented culture that emphasizes human relationships and values the development of employees' careers.

What kind of financial products will I be working with?

You will be assisting with various financial products, including life insurance, management mandates, and private assets.

Will I be required to attend meetings?

Yes, participation in team meetings is part of the responsibilities for this position.

We offer a distinct perspective that makes a meaningful difference to our clients'​ business and wealth.

Finance
Industry
1001-5000
Employees
1810
Founded Year

Mission & Purpose

Rothschild & Co is one of the world's largest independent financial advisory groups. We offer a distinct perspective that makes a meaningful difference to our clients’ business and wealth. With a team of 3,800 talented financial services specialists on the ground in more than 40 countries across the world, we provide independent advice on M&A, strategy and financing, as well as investment and wealth management solutions to large institutions, families, individuals and governments. As a family-controlled business that has been at the centre of the world’s financial markets for over 200 years, we can rely on an unrivalled network of specialists and are known for our track record of outstanding execution in financial services.

Benefits

  • Dental Insurance

  • Paid Holidays

  • Maternity & Paternity Leave

  • Flexible Spending Account (FSA)