Finary One Wealth Intern

Assist Wealth Advisors and gain a 360-degree view of wealth management.

• •Finary is seeking a Finary One Wealth Intern to join their team in Paris.
• •This internship offers a 360-degree view of next-generation wealth management, covering advisory, tech, operations, and lead management.
• •Key Responsibilities Assist Wealth Advisors with client communications and meeting preparation.
• •Qualify incoming leads and segment the client base.
• •Support client onboarding and administrative tasks for investment operations.
• •Prepare client-facing documents such as wealth reports and investment proposals.
• •Organize events for leads and existing clients.
• •Requirements Student in a top business, engineering school, or equivalent university with a mandatory specialization in finance or wealth management.
• •Previous experience in a startup, bank, or consulting firm.
• •Strong commercial acumen and client-orientation.