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HomeStage - Assistant banquier privé H/F

Stage – Assistant banquier privé H/F

Poste et missions :

En qualité d’Assistant(e) Banquier Privé, rattaché(e) au responsable d’un Centre Banque Privée, vos missions seront :

  • Planifier et préparer des rendez-vous,

  • Effectuer les découvertes clients en participant aux rendez-vous avec les Banquiers Privés,

  • Etablir des diagnostics patrimoniaux des clients et de leurs besoins en soutien des Banquiers Privés,

  • Recueillir les documents nécessaires à la constitution des dossiers d’engagements,

  • Participer aux réalisations commerciales du Centre,

  • Veiller à la conformité des opérations,

  • Mettre à jour la base de données clients.

Profil et compétences requises

Vous êtes étudiant de niveau Bac+4/5 en université/école de commerce (formation Master Banque/ Gestion de patrimoine de préférence).

Votre autonomie, votre rigueur, vos capacités d’analyse et de synthèse associées à un excellent relationnel sont des atouts indispensables pour la réussite des missions confiées.

Période souhaitée : dès que possible pour une durée de 6 mois.

Caisse d’Epargne Ile-de-France

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06-24-2023

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