Climb

www.climb.fr

2 Jobs

67 Employees

About the Company

En France, s’occuper de son patrimoine, de ses investissements ou de ses impôts peut sembler complexe : manque de temps, de connaissances ou d’interlocuteurs de confiance. C’est là qu’intervient Climb : faire fructifier votre patrimoine. Simplement. Nous combinons l’expertise de nos conseillers et la technologie pour offrir la meilleure expérience utilisateur possible. Nous accompagnons nos clients sur : - Les investissements : investir intelligemment, suivre ses investissements et son patrimoine. - Les impôts : optimiser sa déclaration et réduire ses impôts grâce à nos experts et nos outils en ligne. Avec Climb, vous bénéficiez de : - Offre unique d’investissement : sélection indépendante, en architecture ouverte, au service de la performance. - Réactivité maximale : des réponses rapides de nos conseillers, facilitées par notre technologie. - Accompagnement fiscal complet : nos experts et nos outils vous aident à optimiser vos impôts. - Frais réduits et lisibles : moins chers que les banques traditionnelles, sans frais cachés. Nous réinventons la gestion de patrimoine en la rendant plus performante, plus réactive et plus transparente. Envoyez-nous un message si vous souhaitez construire le futur de la Gestion de Patrimoine !

Listed Jobs

Company Name: Climb
Job Title: Stage - Bras Droit Head of Sales
Job Description: **Job Title** Stage - Bras Droit Head of Sales **Role Summary** Support the commercial development of the firm by structuring and animating strategic and operational sales actions, governing daily sales activities, preparing client presentations, and leading training and performance workshops for the commercial team. **Expectations** - Join immediately; work closely with the sales team and private wealth management director. - Provide daily support to advisors, optimize their performance, and contribute to the overall sales strategy. - Act as a liaison between management and front‑line sales staff. **Key Responsibilities** - Lead and govern sales activities: daily and weekly team meetings, performance monitoring, and reporting. - Identify growth levers by analyzing commercial performance and recommending actionable insights. - Prepare client-facing materials on SCPI, asset allocation, private equity, etc. - Participate in client meetings, aiding in the development of wealth‑management strategies. - Organize and deliver training programs to enhance sales team capabilities. **Required Skills** - Strong rigor and autonomy: structure, prioritize, and execute multiple sales initiatives accurately. - Analytical mindset: excellent ability to dissect performance data and propose evidence‑based recommendations. - Strategic and operational thinking: generate and implement ideas that improve commercial performance. - Proficiency with sales dashboards and reporting tools: Salesforce CRM, Google Workspace (Sheets, Slides, Docs). - Effective communication and presentation abilities. **Required Education & Certifications** - Enrolled in or completed a Bachelor’s or Master 1 program in Commerce, Finance, or Wealth Management. - Business school background preferred. ---

Paris, France

On site

20-01-2026

Company Name: Climb
Job Title: Bras droit CFO - Stage (H/F)
Job Description: Job Title: CFO Executive Assistant Intern (Right-Hand) – 6 months Internship Role Summary An internship supporting the Chief Financial Officer in strategic, financial, and operational planning. The role offers direct involvement in decision‑making, business model development, and financial reporting. Expectations - Final‑year or master’s student in finance, business administration, engineering, or equivalent. - 6‑month commitment, either a study break or final‑year internship. - Autonomous work ethic, rigorous and proactive with strong analytical skills. Key Responsibilities - Assist the CFO with daily strategic, financial, and operational tasks. - Participate in strategic discussions on business development and model design. - Contribute to the creation and maintenance of financial reports. - Monitor and pilot business activity, preparing performance metrics. - Prepare and attend board and management committee meetings. - Model variable compensation plans for sales functions. - Build business plans used in fundraising efforts. - Develop monthly investor‑focused reporting. - Analyze commercial activity data to identify strategic focus areas. Required Skills - Solid knowledge of corporate finance principles. - Advanced proficiency in Excel or Google Sheets. - Strong analytical and quantitative abilities. - Proactive, self‑motivated with a high level of accuracy. - Effective written and verbal communication skills. Required Education & Certifications - Currently enrolled in an undergraduate or master’s program in finance, business administration, engineering, or related field. - No specific certifications required beyond academic qualification.