Intern - Pension Solutions & Financial Planning

Description du poste

Join a dynamic private banking team as a motivated intern! Gain hands-on experience in financial planning and client relations. Tasks Support the Head of Pension Solutions with documentation and compliance tasks. Participate in client meetings and assist in financial planning analyses. Contribute to marketing efforts by drafting content and improving processes. Skills Background in finance, investment, or business law; legal profile is a plus. Strong analytical skills and attention to detail are essential. Proficient in Excel and interested in digital tools like AI. About the job We are looking for a motivated and meticulous intern to support the Head of Pension Solutions & Financial Planning. This internship offers a unique opportunity to gain hands-on experience in financial planning, pension solutions, and client relationship management within a private banking environment. You will benefit from direct exposure to high value-added activities and a private clientele, as well as practical training in financial planning and pension solutions, within a dynamic and collaborative environment. Main responsibilities Documentation & Compliance Control of account opening files and associated documentation Verification of completeness and compliance with internal and regulatory requirements Support in financial planning Participation in internal financial planning training Assistance in preparing analyses and recommendations Client exposure Participation in client meetings (preparation, note-taking, follow-up) Contribution to the preparation of presentations and commercial proposals Marketing & Communication Support in writing articles and content related to the promotion of pension and investment products Participation in the preparation of communication materials Operational and analytical support Data analysis and reporting (Excel) Contribution to the improvement of tools and processes, notably through the use of artificial intelligence tools Profile sought Education Studies in finance, investment, pensions or business law A legal profile (lawyer / business law) is an asset Skills Strong analytical ability and attention to detail Meticulousness in handling documentation Very good command of IT tools, especially Excel Interest in digital tools and artificial intelligence Excellent writing skills Team spirit, proactivity Strong interest in financial planning, pensions and private banking Proactive mindset, autonomy and willingness to learn Languages: fluent French and English