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Wealth Advisory Intern
Il y a 2 mois
Finary SAS is a pioneering fintech company revolutionizing the personal money management experience. Our mission is to empower a new generation of investors to achieve their financial goals.
Job SummaryWe are seeking a highly motivated and ambitious Wealth Advisory Intern to join our team. As a key member of our advisory team, you will play a crucial role in helping our clients achieve their financial objectives.
Key Responsibilities- Conduct portfolio analysis and participate in client meetings to provide personalized investment advice.
- Draft high-quality documents for prospects, including wealth reports and investment proposals.
- Manage client relationships and subscriptions, ensuring exceptional customer service.
- Develop engaging content for our YouTube channels and other media outlets to educate and inform our audience.
- Currently enrolled in a top business or engineering school, or equivalent university, with a specialization in finance or wealth management.
- Prior experience in startups, banking, or consulting is highly valued.
- Strong commercial acumen and client-oriented approach.
- Excellent oral and written communication skills.
- Ability to take initiative and find creative solutions to problems.
- Embracing disruption and technical innovations in the Wealth Management space.
- Self-motivated and results-driven individual.
- Experience in a similar role or industry.
- Strong analytical and problem-solving skills.
- Ability to work in a fast-paced environment and adapt to changing priorities.
- A dynamic and motivating work environment.
- Opportunities for professional growth and development.
- A competitive salary and benefits package.
If you are a motivated and ambitious individual looking to make a meaningful contribution to the financial services industry, please submit your application, including your resume and a cover letter explaining why you are a strong fit for this role.
