Ingénieur Patrimonial - Stage (Juillet 2027)

The role

This intern will work on client file monitoring, legal and tax monitoring, and the design of next-gen wealth tools. The role involves assisting with client deliverables, contributing to newsletters, and participating in AI integration within wealth engineering processes.

What you will do

• Assist in monitoring client files through meeting preparation and long-term follow-up
• Contribute to client deliverables such as emails, slides, simulators, memos, and analyses
• Contribute to internal legal and tax monitoring
• Contribute to the wealth engineering newsletter for clients
• Create presentation materials including client documentation, thematic sheets, and pedagogical guides
• Contribute to the design of wealth tools like simulators, diagnostics, and recommendation engines
• Contribute to writing video scripts, podcasts, and articles on wealth engineering themes
• Report field needs to product and tech teams to improve tools
• Participate in the integration of AI into wealth engineering processes

Required qualifications

• Elève avocat stage PPI
• Etudiant en Master 2 de droit appliqué à la gestion de patrimoine
• Bon niveau d'anglais

Benefits

• Work with A-players in a challenging environment
• Ownership from day one
• Use of cutting-edge technological tools and AI
• Career acceleration in a fast-growing company
• Direct impact on product development

Before you apply

• Recruitment includes a phone call to understand motivations
• Recruitment includes a practical situational exercise followed by an exchange with the General Manager

About the company

Finary is building a one-stop-shop for investment to track wealth, manage budgets, invest, and learn. The company has over a million users and holds both Investment Firm and MiCA approvals from the AMF.