Tikehau Capital, Internship - Sales Assistant (Private Wealth Solutions Group)

Azienda
Tikehau Capital
Sede
Paris, Francia
Durata
6 mesi. Inizio: gennaio 2027 
Area professionale
Economia e finanza

Attività

You will support the Private Wealth Solutions team in its day-to-day activities. This internship will give you insight into the needs of this client base and the different stages of the asset management sales process:

  • Support client coverage and follow-up activities.
  • Use Salesforce daily as the primary tool for tracking sales activities: maintain accurate client and prospect data and record interactions and follow-up actions.
  • Conduct strategic and competitive intelligence.
  •  Qualify prospects and prepare for sales meetings.
  •  Help organise events for private clients and family offices including invitations, reminders and coordination and attend these events in Paris alongside the team.
  •  Work with the team to propose and test practical uses of AI and automation for prospect research, market intelligence summaries and sales meeting preparation.

Requisiti principali

  • You are a student at a leading business school, ideally undertaking a gap year as part of your studies, with a focus on or strong interest in finance.
  • You have prior experience in finance through an internship or apprenticeship.
  • You have an interest in asset management and in serving entrepreneurs, private clients and family offices.
  • You are proficient in Excel, Word and PowerPoint and comfortable using digital tools. Previous experience with Salesforce would be particularly welcome, as it will be central to your day-to-day responsibilities.
  • You are interested in the practical applications of AI and automation; some experience using tools such as n8n would be welcome but is not required.
  • You are proactive, detail-oriented and enthusiastic.
  • You are a team player who enjoys a challenge and adapts well to new situations.
  • You have excellent analytical and writing skills.
  • You are fluent in written and spoken English.
Coesione Italia GDL 2021-2027
Cofinanziato dall'Unione Europea
Ministero del Lavoro e delle Politiche Sociali

Il progetto Stage4eu è cofinanziato dal Programma Nazionale Giovani, Donne e Lavoro FSE+ 2021 – 2027 (Piano INAPP 2023-2029)