Stage Assistant(e) Banquier Privé - Bordeaux - Janvier 2026

Rothschild & Co

Bordeaux, France
Client appointment preparation
Account opening documentation
Investment proposal development
Assist in preparing for client meetings and compiling account opening and contract subscription files

Job Summary

  • Assist in preparing for client meetings and compiling account opening and contract subscription files.
  • Monitor daily operations in coordination with the banker, including developing investment proposals and drafting credit notes.
  • Ensure client files are up-to-date by collecting necessary information for compliance.

Matching Summary

Assist in preparing for client meetings and compiling account opening and contract subscription files.

Skills & Requirements

Must-have

  • Client appointment preparation
  • Account opening documentation
  • Investment proposal development
  • Credit note drafting
  • Client file compliance

Nice-to-have

  • Autonomous and organized
  • Meticulous attention to detail
  • Professional presentation

Key Requirements

  • Bac +3/4 in Banking/Finance/Wealth Management
  • Previous Private Banking experience is a plus

Work Rights

Not specified

Tailored Resume

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