Finary One Wealth Intern
Finary is a French wealth management app that helps individuals track, manage, and optimize their entire net worth in one place. It aggregates bank accounts, brokerage accounts, real estate, crypto, and other assets, and also offers investment products such as a life insurance contract (assurance vie) and crypto investing services.
Funding
Projects
About Finary
Finary is a personal finance and wealth-tracking platform used by more than 1 million users, allowing them to connect and monitor over 20,000 banks, brokers, and crypto platforms in one dashboard. The app provides automated net worth tracking, portfolio diversification scoring, hidden fee detection, budget and cashflow management, dividend tracking, and financial independence projections. Beyond tracking, Finary offers investment products directly: 'Finary Life', a life insurance contract (assurance vie) with 700+ available funds and low fees, underwritten by Generali Vie, and a crypto investing service enabling users to buy, DCA, stake, and lend cryptocurrencies on a MiCA-regulated platform. Finary SAS is a French investment firm regulated by the ACPR (agrément N°19283), a member of AMAFI, registered with ORIAS as an insurance broker, and registered with the AMF as a PSCA crypto asset service provider. The company serves retail investors and individuals seeking to consolidate and optimize their personal wealth, including stocks, real estate, crypto, savings accounts, startups, crowdlending, and other exotic assets.
Skills
About the Role
You will get a full 360° view of next-generation wealth management, covering advisory, tech, operations and lead management. As a key member of the team, you will support Wealth Advisors on a daily basis, help manage and qualify incoming leads, occasionally join client meetings, assist with subscription paperwork and KYC collection, draft investment documents for prospects, and help organize events for the Finary Club.
Requirements
- Student in a business school, engineering school, or equivalent university with a specialization in finance or wealth management
- Prior experience in a startup, bank, or consulting firm
- Strong business acumen and client orientation
- Excellent written and verbal communication skills
- Initiative-taking and ability to find creative solutions
- Enthusiasm for technological developments and innovation in Wealth Management
- Personal investor who applies own convictions to investments
- Based in Paris
- High-level sports experience is a plus
- Strong social media presence is a plus
Responsibilities
- Support Wealth Advisors daily by drafting client emails, meeting summaries, and preparing appointments
- Segment the client base and manage and qualify incoming leads
- Participate in client meetings on an ad hoc basis
- Assist with subscriptions by preparing files, collecting KYC documents, and following up administratively until completion
- Draft documents for prospects such as wealth reports and investment proposals
- Organize events for leads and existing clients for the Finary Club